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Elevation Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Elevation Wealth 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
Q2 		$11K Buy
24
+13
+118% +$5.96K ﹤0.01% 784
2026
Q1 		$4.89K Buy
11
+6
+120% +$2.89K ﹤0.01% 719
2025
Q4 		$2.45K Buy
5
+1
+25% +$475 ﹤0.01% 762
2025
Q3 		$1.97K Buy
+4
New +$2.05K ﹤0.01% 654

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

Elevation Wealth Partners's AMP Position: Q2 2026 in Review

Elevation Wealth Partners increased its Ameriprise Financial (AMP) stake by 118% in Q2 2026, buying an estimated $5.96K and bringing the position to 24 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Elevation Wealth Partners first reported a position in AMP in Q3 2025 and has held it in 4 quarters since. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Elevation Wealth Partners held 24 shares of Ameriprise Financial worth $11K as of Q2 2026.
  • Elevation Wealth Partners bought 13 Ameriprise Financial shares in Q2 2026, an estimated $5.96K.
  • Ameriprise Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #784 holding.
  • Elevation Wealth Partners first reported a position in Ameriprise Financial in Q3 2025 and has held it in 4 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.