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Cherry Tree Wealth Management’s Ameriprise Financial AMP Stock Holding History

Cherry Tree Wealth Management’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
Q1 		$211K Hold
474
– – 0.04% 157
2025
Q4 		$232K Hold
474
– – 0.05% 150
2025
Q3 		$233K Sell
474
-15
-3% -$7.69K 0.05% 149
2025
Q2 		$261K Sell
489
-32
-6% -$15.8K 0.06% 141
2025
Q1 		$252K Hold
521
– – 0.06% 145
2024
Q4 		$277K Hold
521
– – 0.07% 138
2024
Q3 		$245K Hold
521
– – 0.06% 150
2024
Q2 		$223K Buy
521
+32
+7% +$13.7K 0.06% 152
2024
Q1 		$214K Hold
489
– – 0.05% 154
2023
Q4 		$186K Hold
489
– – 0.05% 154
2023
Q3 		$161K Hold
489
– – 0.05% 152
2023
Q2 		$162K Buy
+489
New +$150K 0.05% 153

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cherry Tree Wealth Management's AMP Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Ameriprise Financial (AMP) position steady in Q1 2026 at 474 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #157.

Cherry Tree Wealth Management first reported a position in AMP in Q2 2023 and has held it in 12 quarters since. The position peaked at $277K in Q4 2024. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Cherry Tree Wealth Management held 474 shares of Ameriprise Financial worth $211K as of Q1 2026.
  • Cherry Tree Wealth Management left its Ameriprise Financial share count unchanged in Q1 2026.
  • Ameriprise Financial made up 0.04% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Cherry Tree Wealth Management first reported a position in Ameriprise Financial in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Ameriprise Financial position peaked at $277K in Q4 2024.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.