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Crestwood Advisors Group’s Ameriprise Financial AMP Stock Holding History

Crestwood Advisors Group’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 		$328K Buy
714
+153
+27% +$70.1K ﹤0.01% 644
2026
Q1 		$249K Sell
561
-1,150
-67% -$554K ﹤0.01% 653
2025
Q4 		$839K Buy
1,711
+1,301
+317% +$617K 0.01% 304
2025
Q3 		$201K Buy
410
+3
+0.7% +$1.54K ﹤0.01% 554
2025
Q2 		$217K Buy
+407
New +$201K ﹤0.01% 506
2017
Q2 		– Sell
-51
Closed -$7K – 171
2017
Q1 		$7K Buy
+51
New +$6.31K ﹤0.01% 449

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

Crestwood Advisors Group's AMP Position: Q2 2026 in Review

Crestwood Advisors Group increased its Ameriprise Financial (AMP) stake by 27% in Q2 2026, buying an estimated $70.1K and bringing the position to 714 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Crestwood Advisors Group first reported a position in AMP in Q1 2017 and has held it in 6 quarters since. The position peaked at $839K in Q4 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Crestwood Advisors Group held 714 shares of Ameriprise Financial worth $328K as of Q2 2026.
  • Crestwood Advisors Group bought 153 Ameriprise Financial shares in Q2 2026, an estimated $70.1K.
  • Ameriprise Financial made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #644 holding.
  • Crestwood Advisors Group first reported a position in Ameriprise Financial in Q1 2017 and has held it in 6 quarters since.
  • Crestwood Advisors Group's Ameriprise Financial position peaked at $839K in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.