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True Wealth Design’s Ameriprise Financial AMP Stock Holding History

True Wealth Design’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 		$101K Sell
220
-175
-44% -$80.2K 0.02% 259
2026
Q1 		$176K Buy
395
+144
+57% +$69.4K 0.05% 108
2025
Q4 		$123K Buy
251
+190
+311% +$90.2K 0.04% 145
2025
Q3 		$30K Buy
61
+16
+36% +$8.2K 0.01% 458
2025
Q2 		$24K Buy
45
+42
+1,400% +$20.8K 0.01% 337
2025
Q1 		$1.45K Sell
3
-6
-67% -$3.15K ﹤0.01% 1125
2024
Q4 		$4.79K Buy
+9
New +$4.8K ﹤0.01% 544

Other funds holding AMP

MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

True Wealth Design's AMP Position: Q2 2026 in Review

True Wealth Design reduced its Ameriprise Financial (AMP) stake by 44% in Q2 2026, selling an estimated $80.2K and leaving 220 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #259.

True Wealth Design first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $176K in Q1 2026. 244 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • True Wealth Design held 220 shares of Ameriprise Financial worth $101K as of Q2 2026.
  • True Wealth Design sold 175 Ameriprise Financial shares in Q2 2026, an estimated $80.2K.
  • Ameriprise Financial made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #259 holding.
  • True Wealth Design first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Ameriprise Financial position peaked at $176K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.