Morton Brown Family Wealth’s Ameriprise Financial AMP Stock Holding History

Morton Brown Family 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
2026 Q2	$73.4K	Buy	160 +1	+0.6%	+$458	0.02%	109
2026 Q1	$70.7K	Hold	159	–	–	0.02%	103
2025 Q4	$78K	Hold	159	–	–	0.02%	95
2025 Q3	$78.1K	Hold	159	–	–	0.02%	94
2025 Q2	$84.9K	Hold	159	–	–	0.03%	89
2025 Q1	$77K	Hold	159	–	–	0.03%	86
2024 Q4	$84.7K	Hold	159	–	–	0.03%	90
2024 Q3	$74.7K	Hold	159	–	–	0.03%	83
2024 Q2	$66.5K	Hold	159	–	–	0.03%	83
2024 Q1	$69.7K	Hold	159	–	–	0.03%	78
2023 Q4	$60.4K	Hold	159	–	–	0.03%	92
2023 Q3	$52.4K	Hold	159	–	–	0.03%	78
2023 Q2	$52.8K	Hold	159	–	–	0.03%	74
2023 Q1	$48.7K	Hold	159	–	–	0.03%	76
2022 Q4	$49.5K	Hold	159	–	–	0.03%	76
2022 Q3	$40K	Hold	159	–	–	0.03%	72
2022 Q2	$38K	Hold	159	–	–	0.03%	73
2022 Q1	$48K	Hold	159	–	–	0.04%	67
2021 Q4	$48K	Buy	+159	New	+$47K	0.04%	76

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

Morton Brown Family Wealth's AMP Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Ameriprise Financial (AMP) stake by 0.63% in Q2 2026, buying an estimated $458 and bringing the position to 160 shares worth $73.4K. The position accounts for 0.02% of the portfolio, ranked #109.

Morton Brown Family Wealth first reported a position in AMP in Q4 2021 and has held it in 19 quarters since. The position peaked at $84.9K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Morton Brown Family Wealth held 160 shares of Ameriprise Financial worth $73.4K as of Q2 2026.
Morton Brown Family Wealth bought 1 Ameriprise Financial share in Q2 2026, an estimated $458.
Ameriprise Financial made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #109 holding.
Morton Brown Family Wealth first reported a position in Ameriprise Financial in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's Ameriprise Financial position peaked at $84.9K in Q2 2025.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.