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

Modern 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 		$786K Buy
1,714
+118
+7% +$54.1K 0.01% 578
2026
Q1 		$697K Buy
1,596
+94
+6% +$45.3K 0.01% 498
2025
Q4 		$736K Buy
1,502
+522
+53% +$248K 0.01% 463
2025
Q3 		$481K Buy
980
+3
+0.3% +$1.54K 0.01% 515
2025
Q2 		$522K Buy
977
+27
+3% +$13.3K 0.01% 469
2025
Q1 		$460K Buy
950
+102
+12% +$53.5K 0.01% 434
2024
Q4 		$452K Hold
848
– – 0.02% 379
2024
Q3 		$399K Buy
848
+16
+2% +$6.94K 0.02% 288
2024
Q2 		$355K Buy
832
+16
+2% +$6.83K 0.03% 273
2024
Q1 		$358K Buy
816
+63
+8% +$25.2K 0.03% 217
2023
Q4 		$286K Buy
+753
New +$258K 0.04% 150

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

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

Modern Wealth Management increased its Ameriprise Financial (AMP) stake by 7.4% in Q2 2026, buying an estimated $54.1K and bringing the position to 1,714 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #578.

Modern Wealth Management first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Modern Wealth Management held 1,714 shares of Ameriprise Financial worth $786K as of Q2 2026.
  • Modern Wealth Management bought 118 Ameriprise Financial shares in Q2 2026, an estimated $54.1K.
  • Ameriprise Financial made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #578 holding.
  • Modern Wealth Management first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.