Connecticut Wealth Management’s Ameriprise Financial AMP Stock Holding History

Connecticut 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 Q2	$1.93M	Sell	4,197 -161	-4%	-$73.8K	0.07%	108
2026 Q1	$1.94M	Hold	4,358	–	–	0.08%	100
2025 Q4	$2.14M	Hold	4,358	–	–	0.09%	99
2025 Q3	$2.14M	Sell	4,358 -32	-0.7%	-$16.4K	0.1%	95
2025 Q2	$2.34M	Sell	4,390 -30	-0.7%	-$14.8K	0.11%	84
2025 Q1	$2.14M	Sell	4,420 -83	-2%	-$43.5K	0.11%	89
2024 Q4	$2.4M	Buy	4,503 +134	+3%	+$71.5K	0.12%	66
2024 Q3	$2.05M	Sell	4,369 -123	-3%	-$53.4K	0.1%	102
2024 Q2	$1.92M	Buy	4,492 +13	+0.3%	+$5.55K	0.1%	101
2024 Q1	$1.96M	Buy	4,479 +23	+0.5%	+$9.21K	0.1%	95
2023 Q4	$1.69M	Buy	4,456 +3,114	+232%	+$1.07M	0.1%	103
2023 Q3	$442K	Buy	1,342 +610	+83%	+$208K	0.03%	186
2023 Q2	$243K	Buy	+732	New	+$225K	0.02%	230

Other funds holding AMP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Connecticut Wealth Management's AMP Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Ameriprise Financial (AMP) stake by 3.7% in Q2 2026, selling an estimated $73.8K and leaving 4,197 shares worth $1.93M. The position accounts for 0.07% of the portfolio, ranked #108.

Connecticut Wealth Management first reported a position in AMP in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.4M in Q4 2024. 616 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Connecticut Wealth Management held 4,197 shares of Ameriprise Financial worth $1.93M as of Q2 2026.
Connecticut Wealth Management sold 161 Ameriprise Financial shares in Q2 2026, an estimated $73.8K.
Ameriprise Financial made up 0.07% of Connecticut Wealth Management's portfolio in Q2 2026, its #108 holding.
Connecticut Wealth Management first reported a position in Ameriprise Financial in Q2 2023 and has held it in 13 quarters since.
Connecticut Wealth Management's Ameriprise Financial position peaked at $2.4M in Q4 2024.
616 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.