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NewEdge Wealth’s Ameriprise Financial AMP Stock Holding History

NewEdge 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 		$1.19M Buy
2,600
+275
+12% +$126K 0.01% 618
2026
Q1 		$1.03M Sell
2,325
-2,442
-51% -$1.18M 0.01% 619
2025
Q4 		$2.34M Buy
4,767
+994
+26% +$472K 0.03% 409
2025
Q3 		$1.73M Buy
3,773
+575
+18% +$295K 0.02% 432
2025
Q2 		$1.59M Sell
3,198
-176
-5% -$87K 0.03% 425
2025
Q1 		$1.63M Sell
3,374
-234
-6% -$123K 0.03% 391
2024
Q4 		$1.92M Buy
3,608
+178
+5% +$95K 0.03% 368
2024
Q3 		$1.61M Buy
3,430
+79
+2% +$34.3K 0.03% 383
2024
Q2 		$1.43M Sell
3,351
-439
-12% -$188K 0.03% 367
2024
Q1 		$1.58M Buy
3,790
+711
+23% +$285K 0.04% 360
2023
Q4 		$1.17M Sell
3,079
-232
-7% -$79.6K 0.03% 373
2023
Q3 		$1.09M Sell
3,311
-1,504
-31% -$513K 0.03% 341
2023
Q2 		$1.6M Buy
+4,815
New +$1.48M 0.05% 289
2023
Q1 		– Sell
-1,448
Closed -$451K – 609
2022
Q4 		$451K Buy
1,448
+554
+62% +$169K 0.02% 381
2022
Q3 		$225K Buy
+894
New +$235K 0.01% 476
2021
Q3 		– Sell
-21,126
Closed -$5.26M – 285
2021
Q2 		$5.26M Sell
21,126
-15,961
-43% -$4.02M 0.4% 78
2021
Q1 		$8.62M Buy
37,087
+26,447
+249% +$5.72M 0.86% 26
2020
Q4 		$2.07M Buy
+10,640
New +$1.9M 0.64% 40

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

NewEdge Wealth's AMP Position: Q2 2026 in Review

NewEdge Wealth increased its Ameriprise Financial (AMP) stake by 12% in Q2 2026, buying an estimated $126K and bringing the position to 2,600 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #618.

NewEdge Wealth first reported a position in AMP in Q4 2020 and has held it in 18 quarters since. The position peaked at $8.62M in Q1 2021. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • NewEdge Wealth held 2,600 shares of Ameriprise Financial worth $1.19M as of Q2 2026.
  • NewEdge Wealth bought 275 Ameriprise Financial shares in Q2 2026, an estimated $126K.
  • Ameriprise Financial made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #618 holding.
  • NewEdge Wealth first reported a position in Ameriprise Financial in Q4 2020 and has held it in 18 quarters since.
  • NewEdge Wealth's Ameriprise Financial position peaked at $8.62M in Q1 2021.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.