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Chesley Taft & Associates’s Ameriprise Financial AMP Stock Holding History

Chesley Taft & Associates’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 		$2.45M Sell
5,331
-13
-0.2% -$5.96K 0.1% 148
2026
Q1 		$2.37M Hold
5,344
– – 0.1% 140
2025
Q4 		$2.62M Sell
5,344
-3,173
-37% -$1.51M 0.1% 135
2025
Q3 		$4.18M Sell
8,517
-57
-0.7% -$29.2K 0.18% 105
2025
Q2 		$4.58M Sell
8,574
-38
-0.4% -$18.8K 0.2% 94
2025
Q1 		$4.17M Sell
8,612
-546
-6% -$286K 0.2% 97
2024
Q4 		$4.88M Buy
9,158
+2,992
+49% +$1.6M 0.23% 88
2024
Q3 		$2.9M Sell
6,166
-396
-6% -$172K 0.14% 112
2024
Q2 		$2.8M Sell
6,562
-65
-1% -$27.8K 0.14% 111
2024
Q1 		$2.91M Sell
6,627
-3
-0% -$1.2K 0.15% 114
2023
Q4 		$2.52M Sell
6,630
-74
-1% -$25.4K 0.14% 119
2023
Q3 		$2.21M Sell
6,704
-9
-0.1% -$3.07K 0.14% 120
2023
Q2 		$2.23M Sell
6,713
-83
-1% -$25.5K 0.14% 126
2023
Q1 		$2.08M Sell
6,796
-85
-1% -$27.8K 0.14% 130
2022
Q4 		$2.14M Hold
6,881
– – 0.15% 129
2022
Q3 		$1.73M Hold
6,881
– – 0.13% 132
2022
Q2 		$1.64M Sell
6,881
-45
-0.6% -$12.1K 0.11% 136
2022
Q1 		$1.99M Sell
6,926
-50
-0.7% -$15.1K 0.12% 134
2021
Q4 		$2.1M Sell
6,976
-27
-0.4% -$7.99K 0.11% 137
2021
Q3 		$1.85M Hold
7,003
– – 0.11% 137
2021
Q2 		$1.74M Sell
7,003
-40
-0.6% -$10.1K 0.1% 144
2021
Q1 		$1.68M Hold
7,043
– – 0.1% 144
2020
Q4 		$1.37M Hold
7,043
– – 0.09% 149
2020
Q3 		$1.08M Buy
7,043
+440
+7% +$67.8K 0.08% 156
2020
Q2 		$991K Buy
+6,603
New +$847K 0.08% 158

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Chesley Taft & Associates's AMP Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Ameriprise Financial (AMP) stake by 0.24% in Q2 2026, selling an estimated $5.96K and leaving 5,331 shares worth $2.45M. The position accounts for 0.1% of the portfolio, ranked #148.

Chesley Taft & Associates first reported a position in AMP in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.88M in Q4 2024. 339 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Chesley Taft & Associates held 5,331 shares of Ameriprise Financial worth $2.45M as of Q2 2026.
  • Chesley Taft & Associates sold 13 Ameriprise Financial shares in Q2 2026, an estimated $5.96K.
  • Ameriprise Financial made up 0.1% of Chesley Taft & Associates's portfolio in Q2 2026, its #148 holding.
  • Chesley Taft & Associates first reported a position in Ameriprise Financial in Q2 2020 and has held it in 25 quarters since.
  • Chesley Taft & Associates's Ameriprise Financial position peaked at $4.88M in Q4 2024.
  • 339 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.