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Mount Yale Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Mount Yale Investment Advisors’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 		$4.23M Buy
9,230
+782
+9% +$358K 0.08% 249
2026
Q1 		$3.75M Buy
8,448
+2,833
+50% +$1.37M 0.09% 235
2025
Q4 		$2.75M Buy
5,615
+3,370
+150% +$1.6M 0.13% 155
2025
Q3 		$1.1M Sell
2,245
-1,199
-35% -$615K 0.08% 266
2025
Q2 		$1.84M Buy
3,444
+57
+2% +$28.2K 0.14% 134
2025
Q1 		$1.64M Buy
3,387
+14
+0.4% +$7.34K 0.14% 136
2024
Q4 		$1.8M Sell
3,373
-730
-18% -$390K 0.15% 129
2024
Q3 		$1.93M Sell
4,103
-172
-4% -$74.6K 0.19% 122
2024
Q2 		$1.83M Sell
4,275
-185
-4% -$79K 0.14% 133
2024
Q1 		$1.96M Buy
4,460
+166
+4% +$66.5K 0.15% 136
2023
Q4 		$1.63M Sell
4,294
-22
-0.5% -$7.54K 0.16% 140
2023
Q3 		$1.42M Sell
4,316
-106
-2% -$36.2K 0.15% 140
2023
Q2 		$1.47M Buy
4,422
+36
+0.8% +$11.1K 0.16% 138
2023
Q1 		$1.34M Buy
+4,386
New +$1.44M 0.15% 141

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's AMP Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Ameriprise Financial (AMP) stake by 9.3% in Q2 2026, buying an estimated $358K and bringing the position to 9,230 shares worth $4.23M. The position accounts for 0.08% of the portfolio, ranked #249.

Mount Yale Investment Advisors first reported a position in AMP in Q1 2023 and has held it in 14 quarters since. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Mount Yale Investment Advisors held 9,230 shares of Ameriprise Financial worth $4.23M as of Q2 2026.
  • Mount Yale Investment Advisors bought 782 Ameriprise Financial shares in Q2 2026, an estimated $358K.
  • Ameriprise Financial made up 0.08% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #249 holding.
  • Mount Yale Investment Advisors first reported a position in Ameriprise Financial in Q1 2023 and has held it in 14 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.