Cerity Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $37.2M | Sell |
81,171
-14,928
| -16% | -$6.84M | 0.05% | 313 |
|
|
2026
Q1 | $42.7M | Buy |
96,099
+20,691
| +27% | +$9.97M | 0.06% | 269 |
|
|
2025
Q4 | $37M | Buy |
75,408
+11,525
| +18% | +$5.47M | 0.05% | 288 |
|
|
2025
Q3 | $31.4M | Sell |
63,883
-4,112
| -6% | -$2.11M | 0.05% | 282 |
|
|
2025
Q2 | $36.3M | Sell |
67,995
-1,634
| -2% | -$807K | 0.06% | 245 |
|
|
2025
Q1 | $33.7M | Buy |
69,629
+552
| +0.8% | +$290K | 0.07% | 243 |
|
|
2024
Q4 | $33.3M | Sell |
69,077
-20,010
| -22% | -$10.7M | 0.07% | 229 |
|
|
2024
Q3 | $41.9M | Buy |
89,087
+28,768
| +48% | +$12.5M | 0.09% | 192 |
|
|
2024
Q2 | $25.8M | Sell |
60,319
-26,793
| -31% | -$11.4M | 0.07% | 243 |
|
|
2024
Q1 | $38.2M | Buy |
87,112
+56,610
| +186% | +$22.7M | 0.1% | 191 |
|
|
2023
Q4 | $11.6M | Buy |
30,502
+22,487
| +281% | +$7.71M | 0.04% | 343 |
|
|
2023
Q3 | $2.64M | Sell |
8,015
-22,248
| -74% | -$7.59M | 0.01% | 521 |
|
|
2023
Q2 | $10.1M | Sell |
30,263
-291
| -1% | -$89.4K | 0.04% | 346 |
|
|
2023
Q1 | $9.36M | Sell |
30,554
-2,009
| -6% | -$658K | 0.02% | 366 |
|
|
2022
Q4 | $10.1M | Buy |
32,563
+5,746
| +21% | +$1.75M | 0.06% | 262 |
|
|
2022
Q3 | $6.76M | Buy |
26,817
+828
| +3% | +$218K | 0.08% | 204 |
|
|
2022
Q2 | $6.18M | Buy |
25,989
+735
| +3% | +$197K | 0.07% | 227 |
|
|
2022
Q1 | $7.59M | Sell |
25,254
-6,139
| -20% | -$1.86M | 0.12% | 149 |
|
|
2021
Q4 | $9.47M | Buy |
31,393
+28
| +0.1% | +$8.28K | 0.14% | 128 |
|
|
2021
Q3 | $8.28M | Buy |
31,365
+1,116
| +4% | +$292K | 0.18% | 114 |
|
|
2021
Q2 | $7.53M | Buy |
30,249
+125
| +0.4% | +$31.5K | 0.16% | 119 |
|
|
2021
Q1 | $7M | Sell |
30,124
-1,531
| -5% | -$331K | 0.17% | 124 |
|
|
2020
Q4 | $6.15M | Sell |
31,655
-214
| -0.7% | -$38.3K | 0.2% | 108 |
|
|
2020
Q3 | $4.91M | Buy |
31,869
+28,902
| +974% | +$4.45M | 0.2% | 98 |
|
|
2020
Q2 | $445K | Buy |
2,967
+118
| +4% | +$15.1K | 0.02% | 293 |
|
|
2020
Q1 | $292K | Buy |
2,849
+108
| +4% | +$16K | 0.02% | 343 |
|
|
2019
Q4 | $457K | Buy |
2,741
+208
| +8% | +$32.2K | 0.02% | 351 |
|
|
2019
Q3 | $373K | Buy |
2,533
+465
| +22% | +$65.2K | 0.02% | 359 |
|
|
2019
Q2 | $300K | Sell |
2,068
-13,824
| -87% | -$2M | 0.02% | 400 |
|
|
2019
Q1 | $2.04M | Buy |
15,892
+1,705
| +12% | +$212K | 0.14% | 164 |
|
|
2018
Q4 | $1.48M | Sell |
14,187
-587
| -4% | -$73.7K | 0.1% | 183 |
|
|
2018
Q3 | $2.18M | Buy |
14,774
+1,367
| +10% | +$196K | 0.15% | 151 |
|
|
2018
Q2 | $1.88M | Buy |
13,407
+968
| +8% | +$137K | 0.14% | 163 |
|
|
2018
Q1 | $1.84M | Buy |
12,439
+269
| +2% | +$43.9K | 0.14% | 158 |
|
|
2017
Q4 | $2.06M | Buy |
12,170
+145
| +1% | +$23.2K | 0.14% | 155 |
|
|
2017
Q3 | $1.79M | Buy |
12,025
+3,295
| +38% | +$460K | 0.13% | 171 |
|
|
2017
Q2 | $1.11M | Buy |
8,730
+4,729
| +118% | +$601K | 0.09% | 163 |
|
|
2017
Q1 | $519K | Buy |
+4,001
| New | +$495K | 0.04% | 250 |
|
Other funds holding AMP
VCM
VPM
N
Cerity Partners's AMP Position: Q2 2026 in Review
Cerity Partners reduced its Ameriprise Financial (AMP) stake by 16% in Q2 2026, selling an estimated $6.84M and leaving 81,171 shares worth $37.2M. The position accounts for 0.05% of the portfolio, ranked #313.
Cerity Partners first reported a position in AMP in Q1 2017 and has held it in 38 quarters since. The position peaked at $42.7M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold AMP as of Q2 2026.
- Cerity Partners held 81,171 shares of Ameriprise Financial worth $37.2M as of Q2 2026.
- Cerity Partners sold 14,928 Ameriprise Financial shares in Q2 2026, an estimated $6.84M.
- Ameriprise Financial made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #313 holding.
- Cerity Partners first reported a position in Ameriprise Financial in Q1 2017 and has held it in 38 quarters since.
- Cerity Partners's Ameriprise Financial position peaked at $42.7M in Q1 2026.
- 1,279 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.