DWM
AMP icon

Diversify Wealth Management’s Ameriprise Financial AMP Stock Holding History

Diversify 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 		$1.23M Buy
2,282
+93
+4% +$42.6K 0.02% 560
2026
Q1 		$1.04M Buy
+2,189
New +$1.05M 0.02% 588

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management increased its Ameriprise Financial (AMP) stake by 4.2% in Q2 2026, buying an estimated $42.6K and bringing the position to 2,282 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #560.

Diversify Wealth Management first reported a position in AMP in Q1 2026 and has held it in 2 quarters since. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Diversify Wealth Management held 2,282 shares of Ameriprise Financial worth $1.23M as of Q2 2026.
  • Diversify Wealth Management bought 93 Ameriprise Financial shares in Q2 2026, an estimated $42.6K.
  • Ameriprise Financial made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #560 holding.
  • Diversify Wealth Management first reported a position in Ameriprise Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.