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RWA Wealth Partners’s Ameriprise Financial AMP Stock Holding History

RWA 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
Q1 		$1.94M Sell
4,371
-4
-0.1% -$1.93K 0.02% 263
2025
Q4 		$2.15M Sell
4,375
-6
-0.1% -$2.85K 0.02% 251
2025
Q3 		$2.15M Buy
4,381
+14
+0.3% +$7.17K 0.02% 249
2025
Q2 		$2.33M Buy
4,367
+23
+0.5% +$11.4K 0.03% 230
2025
Q1 		$2.1M Buy
4,344
+7
+0.2% +$3.67K 0.03% 242
2024
Q4 		$2.31M Buy
4,337
+127
+3% +$67.8K 0.03% 233
2024
Q3 		$1.98M Buy
4,210
+2
+0% +$868 0.02% 251
2024
Q2 		$1.8M Sell
4,208
-200
-5% -$85.4K 0.02% 248
2024
Q1 		$1.93M Buy
4,408
+38
+0.9% +$15.2K 0.03% 244
2023
Q4 		$1.66M Buy
4,370
+1,913
+78% +$656K 0.02% 246
2023
Q3 		$810K Buy
2,457
+7
+0.3% +$2.39K 0.02% 212
2023
Q2 		$814K Buy
2,450
+1,023
+72% +$314K 0.02% 182
2023
Q1 		$437K Hold
1,427
– – 0.01% 180
2022
Q4 		$471K Buy
1,427
+8
+0.6% +$2.44K 0.01% 176
2022
Q3 		$358K Hold
1,419
– – 0.03% 184
2022
Q2 		$337K Buy
1,419
+57
+4% +$15.3K 0.02% 184
2022
Q1 		$409K Sell
1,362
-5
-0.4% -$1.51K 0.03% 180
2021
Q4 		$412K Sell
1,367
-20
-1% -$5.92K 0.03% 184
2021
Q3 		$366K Buy
1,387
+25
+2% +$6.54K 0.03% 188
2021
Q2 		$339K Hold
1,362
– – 0.03% 198
2021
Q1 		$317K Hold
1,362
– – 0.03% 194
2020
Q4 		$265K Buy
1,362
+6
+0.4% +$1.07K 0.02% 199
2020
Q3 		$209K Buy
+1,356
New +$209K 0.02% 204
2018
Q3 		– Sell
-30
Closed -$4K – 246
2018
Q2 		$4K Sell
30
-180
-86% -$25.5K ﹤0.01% 685
2018
Q1 		$31K Sell
210
-1,498
-88% -$244K ﹤0.01% 378
2017
Q4 		$289K Hold
1,708
– – 0.03% 197
2017
Q3 		$254K Buy
1,708
+30
+2% +$4.19K 0.03% 207
2017
Q2 		$214K Buy
+1,678
New +$213K 0.03% 178

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

RWA Wealth Partners's AMP Position: Q1 2026 in Review

RWA Wealth Partners reduced its Ameriprise Financial (AMP) stake by 0.09% in Q1 2026, selling an estimated $1.93K and leaving 4,371 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #263.

RWA Wealth Partners first reported a position in AMP in Q2 2017 and has held it in 28 quarters since. The position peaked at $2.33M in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • RWA Wealth Partners held 4,371 shares of Ameriprise Financial worth $1.94M as of Q1 2026.
  • RWA Wealth Partners sold 4 Ameriprise Financial shares in Q1 2026, an estimated $1.93K.
  • Ameriprise Financial made up 0.02% of RWA Wealth Partners's portfolio in Q1 2026, its #263 holding.
  • RWA Wealth Partners first reported a position in Ameriprise Financial in Q2 2017 and has held it in 28 quarters since.
  • RWA Wealth Partners's Ameriprise Financial position peaked at $2.33M in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

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