Great Waters Wealth Management’s Ameriprise Financial AMP Stock Holding History

Great Waters 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	$376K	Hold	819	–	–	0.03%	87
2026 Q1	$364K	Hold	819	–	–	0.04%	78
2025 Q4	$401K	Hold	819	–	–	0.04%	75
2025 Q3	$402K	Hold	819	–	–	0.05%	73
2025 Q2	$437K	Hold	819	–	–	0.06%	63
2025 Q1	$396K	Hold	819	–	–	0.06%	66
2024 Q4	$436K	Hold	819	–	–	0.06%	69
2024 Q3	$385K	Hold	819	–	–	0.05%	72
2024 Q2	$350K	Hold	819	–	–	0.05%	71
2024 Q1	$359K	Hold	819	–	–	0.06%	70
2023 Q4	$312K	Buy	819 +1	+0.1%	+$343	0.06%	70
2023 Q3	$267K	Buy	818 +181	+28%	+$61.8K	0.05%	72
2023 Q2	$212K	Hold	637	–	–	0.04%	84
2023 Q1	$200K	Hold	637	–	–	0.04%	82
2022 Q4	$218K	Buy	+637	New	+$194K	0.05%	83

Other funds holding AMP

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Great Waters Wealth Management's AMP Position: Q2 2026 in Review

Great Waters Wealth Management held its Ameriprise Financial (AMP) position steady in Q2 2026 at 819 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #87.

Great Waters Wealth Management first reported a position in AMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $437K in Q2 2025. 547 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Great Waters Wealth Management held 819 shares of Ameriprise Financial worth $376K as of Q2 2026.
Great Waters Wealth Management left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.03% of Great Waters Wealth Management's portfolio in Q2 2026, its #87 holding.
Great Waters Wealth Management first reported a position in Ameriprise Financial in Q4 2022 and has held it in 15 quarters since.
Great Waters Wealth Management's Ameriprise Financial position peaked at $437K in Q2 2025.
547 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.