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High Note Wealth’s Ameriprise Financial AMP Stock Holding History

High Note Wealth’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 		$71.6K Sell
156
-6
-4% -$2.75K 0.01% 179
2026
Q1 		$72K Buy
162
+7
+5% +$3.37K 0.01% 176
2025
Q4 		$76K Hold
155
– – 0.01% 167
2025
Q3 		$76.1K Hold
155
– – 0.02% 159
2025
Q2 		$82.7K Hold
155
– – 0.02% 146
2025
Q1 		$75K Hold
155
– – 0.02% 144
2024
Q4 		$82.5K Buy
+155
New +$82.7K 0.02% 143

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

High Note Wealth's AMP Position: Q2 2026 in Review

High Note Wealth reduced its Ameriprise Financial (AMP) stake by 3.7% in Q2 2026, selling an estimated $2.75K and leaving 156 shares worth $71.6K. The position accounts for 0.01% of the portfolio, ranked #179.

High Note Wealth first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $82.7K in Q2 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • High Note Wealth held 156 shares of Ameriprise Financial worth $71.6K as of Q2 2026.
  • High Note Wealth sold 6 Ameriprise Financial shares in Q2 2026, an estimated $2.75K.
  • Ameriprise Financial made up 0.01% of High Note Wealth's portfolio in Q2 2026, its #179 holding.
  • High Note Wealth first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Ameriprise Financial position peaked at $82.7K in Q2 2025.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.