Institute for Wealth Management’s Ameriprise Financial AMP Stock Holding History

Institute for 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	$248K	Sell	541 -64	-11%	-$29.3K	0.02%	462
2026 Q1	$269K	Hold	605	–	–	0.03%	452
2025 Q4	$297K	Buy	605 +21	+4%	+$9.96K	0.03%	432
2025 Q3	$287K	Hold	584	–	–	0.03%	461
2025 Q2	$312K	Hold	584	–	–	0.03%	429
2025 Q1	$283K	Buy	584 +20	+4%	+$10.5K	0.04%	426
2024 Q4	$300K	Hold	564	–	–	0.04%	399
2024 Q3	$265K	Hold	564	–	–	0.03%	451
2024 Q2	$241K	Hold	564	–	–	0.03%	443
2024 Q1	$247K	Hold	564	–	–	0.03%	433
2023 Q4	$214K	Sell	564 -97	-15%	-$33.3K	0.03%	448
2023 Q3	$218K	Hold	661	–	–	0.04%	418
2023 Q2	$220K	Buy	+661	New	+$203K	0.04%	424

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Institute for Wealth Management's AMP Position: Q2 2026 in Review

Institute for Wealth Management reduced its Ameriprise Financial (AMP) stake by 11% in Q2 2026, selling an estimated $29.3K and leaving 541 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #462.

Institute for Wealth Management first reported a position in AMP in Q2 2023 and has held it in 13 quarters since. The position peaked at $312K in Q2 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Institute for Wealth Management held 541 shares of Ameriprise Financial worth $248K as of Q2 2026.
Institute for Wealth Management sold 64 Ameriprise Financial shares in Q2 2026, an estimated $29.3K.
Ameriprise Financial made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #462 holding.
Institute for Wealth Management first reported a position in Ameriprise Financial in Q2 2023 and has held it in 13 quarters since.
Institute for Wealth Management's Ameriprise Financial position peaked at $312K in Q2 2025.
1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.