ORI
AMP icon

Oak Ridge Investments’s Ameriprise Financial AMP Stock Holding History

Oak Ridge Investments’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 		$598K Sell
1,304
-103
-7% -$47.2K 0.03% 139
2026
Q1 		$625K Sell
1,407
-4
-0.3% -$1.93K 0.04% 144
2025
Q4 		$692K Sell
1,411
-80
-5% -$38K 0.04% 139
2025
Q3 		$732K Buy
1,491
+2
+0.1% +$1.02K 0.05% 136
2025
Q2 		$794K Buy
1,489
+769
+107% +$380K 0.06% 127
2025
Q1 		$349K Sell
720
-18
-2% -$9.44K 0.03% 153
2024
Q4 		$393K Buy
+738
New +$394K 0.03% 156

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Oak Ridge Investments's AMP Position: Q2 2026 in Review

Oak Ridge Investments reduced its Ameriprise Financial (AMP) stake by 7.3% in Q2 2026, selling an estimated $47.2K and leaving 1,304 shares worth $598K. The position accounts for 0.03% of the portfolio, ranked #139.

Oak Ridge Investments first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $794K in Q2 2025. 374 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Oak Ridge Investments held 1,304 shares of Ameriprise Financial worth $598K as of Q2 2026.
  • Oak Ridge Investments sold 103 Ameriprise Financial shares in Q2 2026, an estimated $47.2K.
  • Ameriprise Financial made up 0.03% of Oak Ridge Investments's portfolio in Q2 2026, its #139 holding.
  • Oak Ridge Investments first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
  • Oak Ridge Investments's Ameriprise Financial position peaked at $794K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.