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Edgestream Partners’s Ameriprise Financial AMP Stock Holding History

Edgestream Partners’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
Q1 		$440K Sell
991
-12,368
-93% -$5.96M 0.01% 752
2025
Q4 		$6.55M Buy
13,359
+12,136
+992% +$5.76M 0.18% 164
2025
Q3 		$601K Sell
1,223
-9,677
-89% -$4.96M 0.02% 703
2025
Q2 		$5.82M Buy
10,900
+9,766
+861% +$4.83M 0.16% 251
2025
Q1 		$549K Sell
1,134
-601
-35% -$315K 0.02% 686
2024
Q4 		$924K Sell
1,735
-8,452
-83% -$4.51M 0.04% 585
2024
Q3 		$4.79M Buy
+10,187
New +$4.42M 0.21% 146
2024
Q1 		– Sell
-2,254
Closed -$856K – 797
2023
Q4 		$856K Sell
2,254
-1,153
-34% -$395K 0.06% 484
2023
Q3 		$1.12M Sell
3,407
-7,013
-67% -$2.39M 0.09% 364
2023
Q2 		$3.46M Buy
10,420
+5,716
+122% +$1.76M 0.31% 54
2023
Q1 		$1.44M Buy
+4,704
New +$1.54M 0.16% 210
2022
Q3 		– Sell
-6,392
Closed -$1.52M – 446
2022
Q2 		$1.52M Buy
6,392
+4,987
+355% +$1.34M 0.12% 253
2022
Q1 		$422K Buy
+1,405
New +$425K 0.03% 443
2021
Q1 		– Sell
-38,644
Closed -$7.51M – 376
2020
Q4 		$7.51M Sell
38,644
-11,139
-22% -$1.99M 0.38% 85
2020
Q3 		$7.67M Buy
+49,783
New +$7.67M 0.5% 65
2019
Q4 		– Sell
-18,722
Closed -$2.75M – 313
2019
Q3 		$2.75M Buy
+18,722
New +$2.62M 0.26% 117
2018
Q3 		– Sell
-13,463
Closed -$1.88M – 257
2018
Q2 		$1.88M Buy
13,463
+1,217
+10% +$172K 0.38% 97
2018
Q1 		$1.81M Buy
+12,246
New +$2M 0.36% 96
2015
Q2 		– Sell
-5,222
Closed -$683K – 106
2015
Q1 		$683K Buy
5,222
+214
+4% +$28.2K 0.89% 31
2014
Q4 		$662K Sell
5,008
-8,795
-64% -$1.11M 1.51% 19
2014
Q3 		$1.7M Sell
13,803
-6,279
-31% -$770K 1.49% 20
2014
Q2 		$2.41M Buy
20,082
+6,184
+44% +$692K 1.54% 19
2014
Q1 		$1.53M Buy
13,898
+6,918
+99% +$757K 1.63% 19
2013
Q4 		$803K Buy
+6,980
New +$721K 1.73% 19

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edgestream Partners's AMP Position: Q1 2026 in Review

Edgestream Partners reduced its Ameriprise Financial (AMP) stake by 93% in Q1 2026, selling an estimated $5.96M and leaving 991 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #752.

Edgestream Partners first reported a position in AMP in Q4 2013 and has held it in 24 quarters since. The position peaked at $7.67M in Q3 2020. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Edgestream Partners held 991 shares of Ameriprise Financial worth $440K as of Q1 2026.
  • Edgestream Partners sold 12,368 Ameriprise Financial shares in Q1 2026, an estimated $5.96M.
  • Ameriprise Financial made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #752 holding.
  • Edgestream Partners first reported a position in Ameriprise Financial in Q4 2013 and has held it in 24 quarters since.
  • Edgestream Partners's Ameriprise Financial position peaked at $7.67M in Q3 2020.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.