MWM
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Mission Wealth Management’s Ameriprise Financial AMP Stock Holding History

Mission 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 		$892K Buy
1,945
+563
+41% +$258K 0.01% 510
2026
Q1 		$614K Buy
1,382
+53
+4% +$25.5K 0.01% 432
2025
Q4 		$652K Sell
1,329
-36
-3% -$17.1K 0.01% 426
2025
Q3 		$671K Sell
1,365
-33
-2% -$16.9K 0.01% 412
2025
Q2 		$746K Sell
1,398
-3
-0.2% -$1.48K 0.02% 385
2025
Q1 		$678K Sell
1,401
-6
-0.4% -$3.15K 0.02% 387
2024
Q4 		$749K Sell
1,407
-3
-0.2% -$1.6K 0.02% 343
2024
Q3 		$663K Sell
1,410
-2
-0.1% -$868 0.02% 374
2024
Q2 		$603K Buy
1,412
+8
+0.6% +$3.42K 0.02% 370
2024
Q1 		$616K Sell
1,404
-10
-0.7% -$4K 0.02% 384
2023
Q4 		$537K Buy
1,414
+24
+2% +$8.23K 0.02% 356
2023
Q3 		$458K Buy
1,390
+43
+3% +$14.7K 0.02% 358
2023
Q2 		$447K Buy
1,347
+17
+1% +$5.22K 0.02% 364
2023
Q1 		$408K Buy
1,330
+10
+0.8% +$3.28K 0.02% 380
2022
Q4 		$411K Buy
1,320
+76
+6% +$23.2K 0.02% 361
2022
Q3 		$313K Buy
1,244
+31
+3% +$8.16K 0.02% 385
2022
Q2 		$288K Buy
+1,213
New +$325K 0.02% 395
2021
Q4 		– Sell
-813
Closed -$215K – 542
2021
Q3 		$215K Buy
+813
New +$213K 0.01% 477

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

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

Mission Wealth Management increased its Ameriprise Financial (AMP) stake by 41% in Q2 2026, buying an estimated $258K and bringing the position to 1,945 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #510.

Mission Wealth Management first reported a position in AMP in Q3 2021 and has held it in 18 quarters since. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Mission Wealth Management held 1,945 shares of Ameriprise Financial worth $892K as of Q2 2026.
  • Mission Wealth Management bought 563 Ameriprise Financial shares in Q2 2026, an estimated $258K.
  • Ameriprise Financial made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #510 holding.
  • Mission Wealth Management first reported a position in Ameriprise Financial in Q3 2021 and has held it in 18 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.