SWP
AMP icon

Sagespring Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Sagespring 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 		$617K Sell
1,345
-24
-2% -$11K 0.01% 470
2026
Q1 		$608K Buy
1,369
+73
+6% +$35.2K 0.01% 448
2025
Q4 		$636K Buy
1,296
+61
+5% +$28.9K 0.01% 415
2025
Q3 		$606K Sell
1,235
-66
-5% -$33.8K 0.01% 419
2025
Q2 		$694K Buy
1,301
+169
+15% +$83.5K 0.02% 360
2025
Q1 		$548K Buy
1,132
+118
+12% +$61.9K 0.01% 365
2024
Q4 		$540K Buy
+1,014
New +$541K 0.01% 329

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

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

Sagespring Wealth Partners reduced its Ameriprise Financial (AMP) stake by 1.8% in Q2 2026, selling an estimated $11K and leaving 1,345 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #470.

Sagespring Wealth Partners first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $694K in Q2 2025. 1,389 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Sagespring Wealth Partners held 1,345 shares of Ameriprise Financial worth $617K as of Q2 2026.
  • Sagespring Wealth Partners sold 24 Ameriprise Financial shares in Q2 2026, an estimated $11K.
  • Ameriprise Financial made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #470 holding.
  • Sagespring Wealth Partners first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Ameriprise Financial position peaked at $694K in Q2 2025.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.