GDP
AMP icon

Great Diamond Partners’s Ameriprise Financial AMP Stock Holding History

Great Diamond 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 		$1.93M Sell
4,197
-47
-1% -$21.5K 0.33% 80
2026
Q1 		$1.89M Sell
4,244
-83
-2% -$40K 0.36% 82
2025
Q4 		$2.12M Sell
4,327
-2,709
-39% -$1.29M 0.41% 75
2025
Q3 		$3.46M Buy
7,036
+228
+3% +$117K 0.67% 34
2025
Q2 		$3.63M Buy
6,808
+102
+2% +$50.4K 0.77% 27
2025
Q1 		$3.25M Sell
6,706
-256
-4% -$134K 0.89% 29
2024
Q4 		$3.71M Sell
6,962
-72
-1% -$38.4K 0.96% 25
2024
Q3 		$3.3M Sell
7,034
-782
-10% -$339K 0.84% 36
2024
Q2 		$3.34M Sell
7,816
-56
-0.7% -$23.9K 0.78% 37
2024
Q1 		$3.45M Buy
7,872
+46
+0.6% +$18.4K 0.79% 35
2023
Q4 		$2.97M Buy
7,826
+267
+4% +$91.6K 0.73% 36
2023
Q3 		$2.49M Buy
7,559
+94
+1% +$32.1K 0.67% 41
2023
Q2 		$2.48M Buy
7,465
+119
+2% +$36.6K 0.65% 43
2023
Q1 		$2.25M Buy
7,346
+549
+8% +$180K 0.65% 38
2022
Q4 		$2.12M Buy
6,797
+8
+0.1% +$2.44K 0.65% 44
2022
Q3 		$1.71M Buy
6,789
+334
+5% +$87.9K 0.58% 49
2022
Q2 		$1.53M Buy
6,455
+93
+1% +$24.9K 0.51% 53
2022
Q1 		$1.91M Buy
+6,362
New +$1.92M 0.53% 51
2020
Q1 		– Sell
-154
Closed -$25K – 144
2019
Q4 		$25K Buy
+154
New +$23.9K 0.01% 412

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

Great Diamond Partners's AMP Position: Q2 2026 in Review

Great Diamond Partners reduced its Ameriprise Financial (AMP) stake by 1.1% in Q2 2026, selling an estimated $21.5K and leaving 4,197 shares worth $1.93M. The position accounts for 0.33% of the portfolio, ranked #80.

Great Diamond Partners first reported a position in AMP in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.71M in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Great Diamond Partners held 4,197 shares of Ameriprise Financial worth $1.93M as of Q2 2026.
  • Great Diamond Partners sold 47 Ameriprise Financial shares in Q2 2026, an estimated $21.5K.
  • Ameriprise Financial made up 0.33% of Great Diamond Partners's portfolio in Q2 2026, its #80 holding.
  • Great Diamond Partners first reported a position in Ameriprise Financial in Q4 2019 and has held it in 19 quarters since.
  • Great Diamond Partners's Ameriprise Financial position peaked at $3.71M in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.