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OneAscent Wealth Management’s Ameriprise Financial AMP Stock Holding History

OneAscent Wealth Management’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 		$273K Sell
594
-132
-18% -$60.5K 0.08% 131
2026
Q1 		$323K Buy
726
+7
+1% +$3.37K 0.11% 102
2025
Q4 		$353K Sell
719
-14
-2% -$6.64K 0.12% 95
2025
Q3 		$360K Sell
733
-37
-5% -$19K 0.12% 100
2025
Q2 		$411K Buy
770
+44
+6% +$21.7K 0.15% 77
2025
Q1 		$351K Buy
726
+49
+7% +$25.7K 0.15% 79
2024
Q4 		$360K Buy
677
+172
+34% +$91.8K 0.15% 87
2024
Q3 		$237K Sell
505
-6
-1% -$2.6K 0.09% 158
2024
Q2 		$218K Sell
511
-7
-1% -$2.99K 0.11% 91
2024
Q1 		$227K Buy
+518
New +$207K 0.09% 157
2023
Q3 		– Sell
-685
Closed -$228K – 158
2023
Q2 		$228K Buy
685
+5
+0.7% +$1.54K 0.11% 88
2023
Q1 		$208K Sell
680
-82
-11% -$26.9K 0.08% 171
2022
Q4 		$237K Sell
762
-56
-7% -$17.1K 0.11% 142
2022
Q3 		$206K Sell
818
-40
-5% -$10.5K 0.11% 138
2022
Q2 		$204K Buy
858
+37
+5% +$9.91K 0.1% 165
2022
Q1 		$247K Sell
821
-30
-4% -$9.07K 0.12% 165
2021
Q4 		$257K Sell
851
-1,530
-64% -$453K 0.64% 66
2021
Q3 		$629K Buy
+2,381
New +$623K 0.72% 20
2021
Q1 		$620K Sell
2,667
-158
-6% -$34.2K 0.26% 94
2020
Q4 		$549K Buy
+2,825
New +$506K 0.25% 94

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

OneAscent Wealth Management's AMP Position: Q2 2026 in Review

OneAscent Wealth Management reduced its Ameriprise Financial (AMP) stake by 18% in Q2 2026, selling an estimated $60.5K and leaving 594 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #131.

OneAscent Wealth Management first reported a position in AMP in Q4 2020 and has held it in 20 quarters since. The position peaked at $629K in Q3 2021. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • OneAscent Wealth Management held 594 shares of Ameriprise Financial worth $273K as of Q2 2026.
  • OneAscent Wealth Management sold 132 Ameriprise Financial shares in Q2 2026, an estimated $60.5K.
  • Ameriprise Financial made up 0.08% of OneAscent Wealth Management's portfolio in Q2 2026, its #131 holding.
  • OneAscent Wealth Management first reported a position in Ameriprise Financial in Q4 2020 and has held it in 20 quarters since.
  • OneAscent Wealth Management's Ameriprise Financial position peaked at $629K in Q3 2021.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.