Unique Wealth Strategies’s Ameriprise Financial AMP Stock Holding History

Unique Wealth Strategies’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
2025 Q4	–	Sell	-1,119	Closed	-$550K	–	215
2025 Q3	$550K	Buy	1,119 +27	+2%	+$13.8K	0.21%	149
2025 Q2	$583K	Sell	1,092 -20	-2%	-$9.88K	0.24%	121
2025 Q1	$538K	Buy	1,112 +59	+6%	+$30.9K	0.24%	115
2024 Q4	$561K	Buy	+1,053	New	+$562K	0.24%	113
2024 Q3	–	Sell	-5	Closed	-$2.19K	–	227
2024 Q2	$2.19K	Buy	+5	New	+$2.14K	﹤0.01%	473

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Unique Wealth Strategies's AMP Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 1,119 shares — an estimated $550K sold.

Unique Wealth Strategies first reported a position in AMP in Q2 2024 and held it in 5 quarters. The position peaked at $583K in Q2 2025. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Unique Wealth Strategies reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 1,119 Ameriprise Financial shares in Q4 2025, an estimated $550K.
Unique Wealth Strategies first reported a position in Ameriprise Financial in Q2 2024 and held it in 5 quarters.
Unique Wealth Strategies's Ameriprise Financial position peaked at $583K in Q2 2025.
1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.