BlueStem Wealth Partners’s Ameriprise Financial AMP Stock Holding History

BlueStem Wealth Partners’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.21M	Sell	4,828 -668	-12%	-$306K	0.22%	44
2026 Q1	$2.44M	Sell	5,496 -96	-2%	-$46.3K	0.27%	44
2025 Q4	$2.74M	Sell	5,592 -53	-0.9%	-$25.2K	0.3%	40
2025 Q3	$2.77M	Sell	5,645 -117	-2%	-$60K	0.32%	36
2025 Q2	$3.08M	Sell	5,762 -18	-0.3%	-$8.89K	0.38%	33
2025 Q1	$2.8M	Buy	5,780 +14	+0.2%	+$7.34K	0.38%	33
2024 Q4	$3.07M	Buy	+5,766	New	+$3.08M	0.4%	26

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlueStem Wealth Partners's AMP Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its Ameriprise Financial (AMP) stake by 12% in Q2 2026, selling an estimated $306K and leaving 4,828 shares worth $2.21M. The position accounts for 0.22% of the portfolio, ranked #44.

BlueStem Wealth Partners first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.08M in Q2 2025. 1,388 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

BlueStem Wealth Partners held 4,828 shares of Ameriprise Financial worth $2.21M as of Q2 2026.
BlueStem Wealth Partners sold 668 Ameriprise Financial shares in Q2 2026, an estimated $306K.
Ameriprise Financial made up 0.22% of BlueStem Wealth Partners's portfolio in Q2 2026, its #44 holding.
BlueStem Wealth Partners first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's Ameriprise Financial position peaked at $3.08M in Q2 2025.
1,388 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.