GWA
AMP icon

Gratus Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Gratus Wealth Advisors’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 		$1.04M Buy
2,269
+36
+2% +$16.5K 0.13% 63
2026
Q1 		$992K Buy
2,233
+76
+4% +$36.6K 0.14% 64
2025
Q4 		$1.06M Buy
2,157
+60
+3% +$28.5K 0.15% 58
2025
Q3 		$1.03M Buy
2,097
+16
+0.8% +$8.2K 0.15% 59
2025
Q2 		$1.11M Buy
2,081
+1
+0% +$494 0.17% 55
2025
Q1 		$1.01M Sell
2,080
-83
-4% -$43.5K 0.17% 55
2024
Q4 		$1.15M Sell
2,163
-14
-0.6% -$7.47K 0.18% 53
2024
Q3 		$1.05M Buy
2,177
+209
+11% +$90.7K 0.17% 56
2024
Q2 		$809K Buy
1,968
+81
+4% +$34.6K 0.14% 72
2024
Q1 		$779K Buy
1,887
+27
+1% +$10.8K 0.14% 69
2023
Q4 		$706K Buy
+1,860
New +$638K 0.14% 67

Other funds holding AMP

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Gratus Wealth Advisors's AMP Position: Q2 2026 in Review

Gratus Wealth Advisors increased its Ameriprise Financial (AMP) stake by 1.6% in Q2 2026, buying an estimated $16.5K and bringing the position to 2,269 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #63.

Gratus Wealth Advisors first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q4 2024. 534 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Gratus Wealth Advisors held 2,269 shares of Ameriprise Financial worth $1.04M as of Q2 2026.
  • Gratus Wealth Advisors bought 36 Ameriprise Financial shares in Q2 2026, an estimated $16.5K.
  • Ameriprise Financial made up 0.13% of Gratus Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Gratus Wealth Advisors first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's Ameriprise Financial position peaked at $1.15M in Q4 2024.
  • 534 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.