NW
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewEdge Wealth's AMP Position: Q1 2026 in Review

NewEdge Wealth reduced its Ameriprise Financial (AMP) stake by 51% in Q1 2026, selling an estimated $1.18M and leaving 2,325 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #619.

NewEdge Wealth first reported a position in AMP in Q4 2020 and has held it in 17 quarters since. The position peaked at $8.62M in Q1 2021. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • NewEdge Wealth held 2,325 shares of Ameriprise Financial worth $1.03M as of Q1 2026.
  • NewEdge Wealth sold 2,442 Ameriprise Financial shares in Q1 2026, an estimated $1.18M.
  • Ameriprise Financial made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #619 holding.
  • NewEdge Wealth first reported a position in Ameriprise Financial in Q4 2020 and has held it in 17 quarters since.
  • NewEdge Wealth's Ameriprise Financial position peaked at $8.62M in Q1 2021.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.