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Spire Wealth Management’s Ameriprise Financial AMP Stock Holding History

Spire 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 		$675K Buy
1,469
+135
+10% +$61.9K 0.02% 481
2026
Q1 		$593K Buy
1,334
+198
+17% +$95.4K 0.02% 501
2025
Q4 		$557K Buy
1,136
+390
+52% +$185K 0.02% 517
2025
Q3 		$366K Sell
746
-143
-16% -$73.3K 0.01% 614
2025
Q2 		$475K Sell
889
-540
-38% -$267K 0.02% 520
2025
Q1 		$692K Buy
1,429
+683
+92% +$358K 0.02% 487
2024
Q4 		$397K Buy
746
+8
+1% +$4.27K 0.01% 630
2024
Q3 		$347K Buy
738
+1
+0.1% +$434 0.01% 607
2024
Q2 		$315K Buy
737
+2
+0.3% +$854 0.01% 600
2024
Q1 		$322K Hold
735
– – 0.01% 643
2023
Q4 		$281K Hold
735
– – 0.01% 674
2023
Q3 		$242K Buy
735
+1
+0.1% +$341 0.01% 654
2023
Q2 		$244K Sell
734
-12
-2% -$3.69K 0.01% 667
2023
Q1 		$229K Sell
746
-58
-7% -$19K 0.01% 685
2022
Q4 		$250K Buy
804
+567
+239% +$173K 0.01% 499
2022
Q3 		$60K Buy
237
+2
+0.9% +$526 ﹤0.01% 889
2022
Q2 		$56K Hold
235
– – ﹤0.01% 1246
2022
Q1 		$71K Sell
235
-532
-69% -$161K ﹤0.01% 1305
2021
Q4 		$231K Buy
767
+532
+226% +$157K 0.01% 1032
2021
Q3 		$62K Hold
235
– – ﹤0.01% 1388
2021
Q2 		$58K Sell
235
-481
-67% -$121K ﹤0.01% 1414
2021
Q1 		$166K Buy
+716
New +$155K ﹤0.01% 1148

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

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

Spire Wealth Management increased its Ameriprise Financial (AMP) stake by 10% in Q2 2026, buying an estimated $61.9K and bringing the position to 1,469 shares worth $675K. The position accounts for 0.02% of the portfolio, ranked #481.

Spire Wealth Management first reported a position in AMP in Q1 2021 and has held it in 22 quarters since. The position peaked at $692K in Q1 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Spire Wealth Management held 1,469 shares of Ameriprise Financial worth $675K as of Q2 2026.
  • Spire Wealth Management bought 135 Ameriprise Financial shares in Q2 2026, an estimated $61.9K.
  • Ameriprise Financial made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #481 holding.
  • Spire Wealth Management first reported a position in Ameriprise Financial in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Ameriprise Financial position peaked at $692K in Q1 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.