HWM
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HB Wealth Management’s Ameriprise Financial AMP Stock Holding History

HB 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 		$2.97M Sell
6,464
-955
-13% -$438K 0.02% 380
2026
Q1 		$3.3M Buy
7,419
+1,148
+18% +$553K 0.02% 322
2025
Q4 		$3.07M Buy
6,271
+780
+14% +$370K 0.02% 334
2025
Q3 		$2.7M Buy
5,491
+1,663
+43% +$852K 0.02% 357
2025
Q2 		$2.04M Sell
3,828
-773
-17% -$382K 0.02% 372
2025
Q1 		$2.23M Buy
4,601
+1,766
+62% +$926K 0.02% 359
2024
Q4 		$1.51M Sell
2,835
-199
-7% -$106K 0.02% 337
2024
Q3 		$1.43M Buy
3,034
+81
+3% +$35.1K 0.02% 330
2024
Q2 		$1.26M Buy
2,953
+182
+7% +$77.7K 0.01% 324
2024
Q1 		$1.21M Sell
2,771
-116
-4% -$46.4K 0.02% 316
2023
Q4 		$1.1M Buy
2,887
+53
+2% +$18.2K 0.02% 304
2023
Q3 		$934K Buy
2,834
+222
+8% +$75.8K 0.02% 305
2023
Q2 		$868K Sell
2,612
-50
-2% -$15.4K 0.01% 308
2023
Q1 		$816K Buy
2,662
+184
+7% +$60.3K 0.01% 318
2022
Q4 		$772K Sell
2,478
-69
-3% -$21K 0.01% 322
2022
Q3 		$642K Buy
2,547
+550
+28% +$145K 0.01% 309
2022
Q2 		$475K Buy
1,997
+228
+13% +$61.1K 0.01% 350
2022
Q1 		$531K Buy
1,769
+972
+122% +$294K 0.01% 341
2021
Q4 		$240K Buy
+797
New +$236K ﹤0.01% 443

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

HB Wealth Management's AMP Position: Q2 2026 in Review

HB Wealth Management reduced its Ameriprise Financial (AMP) stake by 13% in Q2 2026, selling an estimated $438K and leaving 6,464 shares worth $2.97M. The position accounts for 0.02% of the portfolio, ranked #380.

HB Wealth Management first reported a position in AMP in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.3M in Q1 2026. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • HB Wealth Management held 6,464 shares of Ameriprise Financial worth $2.97M as of Q2 2026.
  • HB Wealth Management sold 955 Ameriprise Financial shares in Q2 2026, an estimated $438K.
  • Ameriprise Financial made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #380 holding.
  • HB Wealth Management first reported a position in Ameriprise Financial in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Ameriprise Financial position peaked at $3.3M in Q1 2026.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.