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ORG Wealth Partners’s Ameriprise Financial AMP Stock Holding History

ORG Wealth Partners’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 		$221K Hold
481
– – 0.03% 236
2026
Q1 		$214K Hold
481
– – 0.04% 219
2025
Q4 		$236K Hold
481
– – 0.06% 182
2025
Q3 		$236K Hold
481
– – 0.05% 188
2025
Q2 		$259K Hold
481
– – 0.06% 159
2025
Q1 		$235K Buy
+481
New +$252K 0.07% 173

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

ORG Wealth Partners's AMP Position: Q2 2026 in Review

ORG Wealth Partners held its Ameriprise Financial (AMP) position steady in Q2 2026 at 481 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #236.

ORG Wealth Partners first reported a position in AMP in Q1 2025 and has held it in 6 quarters since. The position peaked at $259K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • ORG Wealth Partners held 481 shares of Ameriprise Financial worth $221K as of Q2 2026.
  • ORG Wealth Partners left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.03% of ORG Wealth Partners's portfolio in Q2 2026, its #236 holding.
  • ORG Wealth Partners first reported a position in Ameriprise Financial in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Ameriprise Financial position peaked at $259K in Q2 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.