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 Q3	$229K	Buy	466 +15	+3%	+$8.06K	0.04%	153
2026 Q2	$207K	Sell	451 -23	-5%	-$10.5K	0.04%	164
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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Cherry Tree Wealth Management's AMP Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Ameriprise Financial (AMP) stake by 3.3% in Q3 2026, buying an estimated $8.06K and bringing the position to 466 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #153.

Cherry Tree Wealth Management first reported a position in AMP in Q2 2023 and has held it in 14 quarters since. The position peaked at $277K in Q4 2024. 368 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Cherry Tree Wealth Management held 466 shares of Ameriprise Financial worth $229K as of Q3 2026.
Cherry Tree Wealth Management bought 15 Ameriprise Financial shares in Q3 2026, an estimated $8.06K.
Ameriprise Financial made up 0.04% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #153 holding.
Cherry Tree Wealth Management first reported a position in Ameriprise Financial in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Ameriprise Financial position peaked at $277K in Q4 2024.
368 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.