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Mascoma Wealth Management’s Ameriprise Financial AMP Stock Holding History

Mascoma 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 		$30.3K Hold
66
– – 0.01% 227
2026
Q1 		$29.3K Hold
66
– – 0.01% 232
2025
Q4 		$32.4K Hold
66
– – 0.01% 217
2025
Q3 		$32.4K Hold
66
– – 0.01% 228
2025
Q2 		$35.2K Hold
66
– – 0.01% 221
2025
Q1 		$32K Hold
66
– – 0.01% 228
2024
Q4 		$35.1K Hold
66
– – 0.01% 229
2024
Q3 		$31K Hold
66
– – 0.01% 235
2024
Q2 		$28.2K Buy
66
+40
+154% +$17.1K 0.01% 245
2024
Q1 		$11.4K Sell
26
-14
-35% -$5.61K ﹤0.01% 305
2023
Q4 		$15.2K Hold
40
– – ﹤0.01% 291
2023
Q3 		$13.2K Buy
40
+26
+186% +$8.87K ﹤0.01% 302
2023
Q2 		$4.86K Hold
14
– – ﹤0.01% 395
2023
Q1 		$4.27K Hold
14
– – ﹤0.01% 492
2022
Q4 		$4.36K Sell
14
-35
-71% -$10.7K ﹤0.01% 503
2022
Q3 		$12K Sell
49
-37
-43% -$9.73K ﹤0.01% 378
2022
Q2 		$20K Sell
86
-126
-59% -$33.8K 0.01% 338
2022
Q1 		$64K Buy
212
+115
+119% +$34.8K 0.02% 233
2021
Q4 		$29K Buy
+97
New +$28.7K 0.01% 279

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

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

Mascoma Wealth Management held its Ameriprise Financial (AMP) position steady in Q2 2026 at 66 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #227.

Mascoma Wealth Management first reported a position in AMP in Q4 2021 and has held it in 19 quarters since. The position peaked at $64K in Q1 2022. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Mascoma Wealth Management held 66 shares of Ameriprise Financial worth $30.3K as of Q2 2026.
  • Mascoma Wealth Management left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Mascoma Wealth Management first reported a position in Ameriprise Financial in Q4 2021 and has held it in 19 quarters since.
  • Mascoma Wealth Management's Ameriprise Financial position peaked at $64K in Q1 2022.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.