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Clearstead Trust’s Ameriprise Financial AMP Stock Holding History

Clearstead Trust’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 		$19.7K Hold
43
– – ﹤0.01% 466
2026
Q1 		$19.1K Sell
43
-54
-56% -$26K ﹤0.01% 442
2025
Q4 		$47.6K Buy
97
+28
+41% +$13.3K 0.01% 331
2025
Q3 		$33.9K Hold
69
– – 0.01% 364
2025
Q2 		$36.8K Buy
69
+1
+1% +$494 0.01% 344
2025
Q1 		$32.9K Hold
68
– – 0.01% 304
2024
Q4 		$36.2K Hold
68
– – 0.01% 283
2024
Q3 		$31.9K Buy
68
+14
+26% +$6.07K 0.01% 277
2024
Q2 		$23.1K Hold
54
– – 0.01% 298
2024
Q1 		$23.7K Hold
54
– – 0.01% 296
2023
Q4 		$20.5K Sell
54
-41
-43% -$14.1K 0.01% 292
2023
Q3 		$31.3K Buy
95
+41
+76% +$14K 0.01% 258
2023
Q2 		$17.9K Hold
54
– – 0.01% 275
2023
Q1 		$16.6K Hold
54
– – 0.01% 272
2022
Q4 		$17K Hold
54
– – 0.01% 286
2022
Q3 		$14K Buy
+54
New +$14.2K ﹤0.01% 273

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Clearstead Trust's AMP Position: Q2 2026 in Review

Clearstead Trust held its Ameriprise Financial (AMP) position steady in Q2 2026 at 43 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Clearstead Trust first reported a position in AMP in Q3 2022 and has held it in 16 quarters since. The position peaked at $47.6K in Q4 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Clearstead Trust held 43 shares of Ameriprise Financial worth $19.7K as of Q2 2026.
  • Clearstead Trust left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #466 holding.
  • Clearstead Trust first reported a position in Ameriprise Financial in Q3 2022 and has held it in 16 quarters since.
  • Clearstead Trust's Ameriprise Financial position peaked at $47.6K in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.