Impact Partnership Wealth’s Ameriprise Financial AMP Stock Holding History

Impact Partnership 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
2025 Q4	–	Sell	-1,646	Closed	-$809K	–	370
2025 Q3	$809K	Buy	1,646 +477	+41%	+$244K	0.12%	110
2025 Q2	$624K	Buy	1,169 +104	+10%	+$51.4K	0.12%	108
2025 Q1	$516K	Buy	1,065 +108	+11%	+$56.6K	0.11%	105
2024 Q4	$510K	Buy	957 +173	+22%	+$92.3K	0.1%	123
2024 Q3	$368K	Buy	+784	New	+$340K	0.08%	145
2024 Q2	–	Sell	-2	Closed	-$881	–	237
2024 Q1	$881	Sell	2 -609	-100%	-$244K	﹤0.01%	633
2023 Q4	$232K	Sell	611 -166	-21%	-$56.9K	0.08%	156
2023 Q3	$256K	Buy	777 +760	+4,471%	+$259K	0.08%	147
2023 Q2	$5.65K	Buy	+17	New	+$5.22K	﹤0.01%	484

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Impact Partnership Wealth's AMP Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 1,646 shares — an estimated $809K sold.

Impact Partnership Wealth first reported a position in AMP in Q2 2023 and held it in 9 quarters. The position peaked at $809K in Q3 2025. 1,425 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Impact Partnership Wealth reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
Impact Partnership Wealth sold 1,646 Ameriprise Financial shares in Q4 2025, an estimated $809K.
Impact Partnership Wealth first reported a position in Ameriprise Financial in Q2 2023 and held it in 9 quarters.
Impact Partnership Wealth's Ameriprise Financial position peaked at $809K in Q3 2025.
1,425 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.