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Plante Moran Financial Advisors’s Ameriprise Financial AMP Stock Holding History

Plante Moran Financial Advisors’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 		$8.26K Hold
18
– – ﹤0.01% 580
2026
Q1 		$8K Sell
18
-10
-36% -$4.82K ﹤0.01% 531
2025
Q4 		$13.7K Buy
28
+10
+56% +$4.75K ﹤0.01% 516
2025
Q3 		$8.84K Hold
18
– – ﹤0.01% 565
2025
Q2 		$9.61K Hold
18
– – ﹤0.01% 565
2025
Q1 		$8.71K Hold
18
– – ﹤0.01% 592
2024
Q4 		$9.58K Hold
18
– – ﹤0.01% 580
2024
Q3 		$8.46K Sell
18
-8
-31% -$3.47K ﹤0.01% 618
2024
Q2 		$11.1K Buy
26
+8
+44% +$3.42K ﹤0.01% 572
2024
Q1 		$7.89K Buy
18
+10
+125% +$4K ﹤0.01% 635
2023
Q4 		$3.04K Hold
8
– – ﹤0.01% 686
2023
Q3 		$2.64K Hold
8
– – ﹤0.01% 647
2023
Q2 		$2.66K Hold
8
– – ﹤0.01% 673
2023
Q1 		$2.45K Sell
8
-125
-94% -$41K ﹤0.01% 693
2022
Q4 		$41.4K Buy
133
+125
+1,563% +$38.1K 0.01% 337
2022
Q3 		$2K Sell
8
-24
-75% -$6.32K ﹤0.01% 772
2022
Q2 		$8K Buy
32
+24
+300% +$6.43K ﹤0.01% 638
2022
Q1 		$2K Sell
8
-49
-86% -$14.8K ﹤0.01% 730
2021
Q4 		$17K Buy
57
+49
+613% +$14.5K ﹤0.01% 591
2021
Q3 		$2K Sell
8
-100
-93% -$26.2K ﹤0.01% 856
2021
Q2 		$27K Sell
108
-21
-16% -$5.29K 0.01% 496
2021
Q1 		$30K Hold
129
– – 0.01% 459
2020
Q4 		$25K Sell
129
-255
-66% -$45.6K 0.01% 476
2020
Q3 		$59K Sell
384
-8
-2% -$1.23K 0.02% 295
2020
Q2 		$59K Buy
392
+24
+7% +$3.08K 0.02% 272
2020
Q1 		$38K Sell
368
-181
-33% -$26.8K 0.02% 296
2019
Q4 		$91K Buy
549
+111
+25% +$17.2K 0.03% 237
2019
Q3 		$64K Sell
438
-6
-1% -$841 0.02% 303
2019
Q2 		$64K Sell
444
-16
-3% -$2.31K 0.02% 288
2019
Q1 		$59K Sell
460
-4
-0.9% -$496 0.02% 300
2018
Q4 		$48K Buy
464
+6
+1% +$753 0.02% 294
2018
Q3 		$68K Buy
458
+14
+3% +$2K 0.02% 254
2018
Q2 		$62K Sell
444
-18
-4% -$2.55K 0.03% 290
2018
Q1 		$68K Sell
462
-122
-21% -$19.9K 0.04% 291
2017
Q4 		$99K Buy
584
+375
+179% +$60.1K 0.05% 225
2017
Q3 		$31K Sell
209
-4
-2% -$559 0.02% 399
2017
Q2 		$27K Buy
213
+13
+7% +$1.65K 0.02% 424
2017
Q1 		$26K Sell
200
-1
-0.5% -$124 0.02% 432
2016
Q4 		$22K Buy
201
+11
+6% +$1.16K 0.01% 466
2016
Q3 		$19K Sell
190
-17
-8% -$1.65K 0.01% 498
2016
Q2 		$19K Buy
207
+33
+19% +$3.19K 0.01% 435
2016
Q1 		$16K Hold
174
– – 0.01% 405
2015
Q4 		$19K Hold
174
– – 0.01% 453
2015
Q3 		$19K Sell
174
-60
-26% -$7.08K 0.02% 387
2015
Q2 		$29K Hold
234
– – 0.02% 372
2015
Q1 		$31K Hold
234
– – 0.02% 346
2014
Q4 		$31K Hold
234
– – 0.02% 343
2014
Q3 		$29K Sell
234
-39
-14% -$4.79K 0.03% 343
2014
Q2 		$33K Buy
273
+174
+176% +$19.5K 0.03% 291
2014
Q1 		$11K Hold
99
– – 0.01% 339
2013
Q4 		$11K Hold
99
– – 0.01% 429
2013
Q3 		$9K Hold
99
– – 0.01% 395
2013
Q2 		$8K Buy
+99
New +$7.7K 0.01% 374

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

Plante Moran Financial Advisors's AMP Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Ameriprise Financial (AMP) position steady in Q2 2026 at 18 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Plante Moran Financial Advisors first reported a position in AMP in Q2 2013 and has held it in 53 quarters since. The position peaked at $99K in Q4 2017. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Plante Moran Financial Advisors held 18 shares of Ameriprise Financial worth $8.26K as of Q2 2026.
  • Plante Moran Financial Advisors left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #580 holding.
  • Plante Moran Financial Advisors first reported a position in Ameriprise Financial in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's Ameriprise Financial position peaked at $99K in Q4 2017.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.