United Capital Financial Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.72M | Sell |
5,940
-483
| -8% | -$221K | 0.02% | 505 |
|
|
2026
Q1 | $2.85M | Buy |
6,423
+1,754
| +38% | +$845K | 0.02% | 480 |
|
|
2025
Q4 | $2.29M | Buy |
4,669
+613
| +15% | +$291K | 0.01% | 502 |
|
|
2025
Q3 | $1.99M | Sell |
4,056
-137
| -3% | -$70.2K | 0.01% | 472 |
|
|
2025
Q2 | $2.24M | Sell |
4,193
-36
| -0.9% | -$17.8K | 0.02% | 421 |
|
|
2025
Q1 | $2.05M | Sell |
4,229
-14
| -0.3% | -$7.34K | 0.02% | 426 |
|
|
2024
Q4 | $2.26M | Sell |
4,243
-46
| -1% | -$24.6K | 0.02% | 398 |
|
|
2024
Q3 | $2.01M | Sell |
4,289
-116
| -3% | -$50.3K | 0.02% | 414 |
|
|
2024
Q2 | $1.88M | Buy |
4,405
+67
| +2% | +$28.6K | 0.02% | 418 |
|
|
2024
Q1 | $1.9M | Sell |
4,338
-313
| -7% | -$125K | 0.02% | 437 |
|
|
2023
Q4 | $1.77M | Buy |
4,651
+3,582
| +335% | +$1.23M | 0.01% | 437 |
|
|
2023
Q3 | $353K | Sell |
1,069
-313
| -23% | -$107K | ﹤0.01% | 703 |
|
|
2023
Q2 | $459K | Sell |
1,382
-3,878
| -74% | -$1.19M | ﹤0.01% | 690 |
|
|
2023
Q1 | $1.61M | Sell |
5,260
-693
| -12% | -$227K | 0.01% | 482 |
|
|
2022
Q4 | $1.85M | Sell |
5,953
-11
| -0.2% | -$3.35K | 0.01% | 495 |
|
|
2022
Q3 | $1.5M | Buy |
5,964
+1,063
| +22% | +$280K | 0.01% | 525 |
|
|
2022
Q2 | $1.17M | Sell |
4,901
-192
| -4% | -$51.4K | 0.01% | 609 |
|
|
2022
Q1 | $1.53M | Buy |
5,093
+104
| +2% | +$31.5K | 0.01% | 578 |
|
|
2021
Q4 | $1.5M | Sell |
4,989
-578
| -10% | -$171K | 0.01% | 595 |
|
|
2021
Q3 | $1.47M | Sell |
5,567
-2,239
| -29% | -$586K | 0.01% | 586 |
|
|
2021
Q2 | $1.94M | Buy |
7,806
+36
| +0.5% | +$9.07K | 0.01% | 544 |
|
|
2021
Q1 | $1.81M | Buy |
7,770
+959
| +14% | +$207K | 0.01% | 525 |
|
|
2020
Q4 | $1.32M | Sell |
6,811
-168
| -2% | -$30.1K | 0.01% | 602 |
|
|
2020
Q3 | $1.08M | Buy |
6,979
+104
| +2% | +$16K | 0.01% | 640 |
|
|
2020
Q2 | $1.03M | Buy |
6,875
+3,495
| +103% | +$448K | 0.01% | 656 |
|
|
2020
Q1 | $346K | Sell |
3,380
-1,934
| -36% | -$287K | ﹤0.01% | 945 |
|
|
2019
Q4 | $885K | Sell |
5,314
-470
| -8% | -$72.8K | 0.01% | 814 |
|
|
2019
Q3 | $851K | Sell |
5,784
-5,547
| -49% | -$777K | 0.01% | 789 |
|
|
2019
Q2 | $1.65M | Sell |
11,331
-2,855
| -20% | -$413K | 0.01% | 671 |
|
|
2019
Q1 | $1.82M | Sell |
14,186
-54,929
| -79% | -$6.82M | 0.01% | 612 |
|
|
2018
Q4 | $7.21M | Buy |
69,115
+6
| +0% | +$753 | 0.06% | 315 |
|
|
2018
Q3 | $10.2M | Buy |
69,109
+1,501
| +2% | +$215K | 0.07% | 297 |
|
|
2018
Q2 | $9.46M | Buy |
67,608
+2,032
| +3% | +$288K | 0.07% | 311 |
|
|
2018
Q1 | $9.7M | Sell |
65,576
-905
| -1% | -$148K | 0.07% | 300 |
|
|
2017
Q4 | $11.3M | Sell |
66,481
-942
| -1% | -$151K | 0.09% | 274 |
|
|
2017
Q3 | $10M | Buy |
67,423
+334
| +0.5% | +$46.6K | 0.08% | 281 |
|
|
2017
Q2 | $8.54M | Sell |
67,089
-604
| -0.9% | -$76.7K | 0.08% | 298 |
|
|
2017
Q1 | $8.78M | Buy |
67,693
+115
| +0.2% | +$14.2K | 0.08% | 287 |
|
|
2016
Q4 | $7.5M | Sell |
67,578
-1,943
| -3% | -$205K | 0.07% | 315 |
|
|
2016
Q3 | $6.94M | Sell |
69,521
-511
| -0.7% | -$49.5K | 0.07% | 330 |
|
|
2016
Q2 | $6.3M | Buy |
70,032
+687
| +1% | +$66.4K | 0.06% | 330 |
|
|
2016
Q1 | $6.52M | Buy |
69,345
+4,317
| +7% | +$387K | 0.07% | 283 |
|
|
2015
Q4 | $6.92M | Sell |
65,028
-26,928
| -29% | -$3.01M | 0.08% | 271 |
|
|
2015
Q3 | $10M | Buy |
91,956
+59,023
| +179% | +$6.96M | 0.12% | 191 |
|
|
2015
Q2 | $4.11M | Buy |
32,933
+24,550
| +293% | +$3.13M | 0.05% | 390 |
|
|
2015
Q1 | $1.05M | Sell |
8,383
-25
| -0.3% | -$3.29K | 0.01% | 710 |
|
|
2014
Q4 | $1.11M | Buy |
8,408
+126
| +2% | +$15.9K | 0.02% | 623 |
|
|
2014
Q3 | $1.02M | Buy |
+8,282
| New | +$1.02M | 0.02% | 600 |
|
|
2014
Q2 | – | Sell |
-6,839
| Closed | -$753K | – | 782 |
|
|
2014
Q1 | $753K | Buy |
+6,839
| New | +$749K | 0.02% | 544 |
|
Other funds holding AMP
United Capital Financial Advisors's AMP Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Ameriprise Financial (AMP) stake by 7.5% in Q2 2026, selling an estimated $221K and leaving 5,940 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #505.
United Capital Financial Advisors first reported a position in AMP in Q1 2014 and has held it in 49 quarters since. The position peaked at $11.3M in Q4 2017. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.
- United Capital Financial Advisors held 5,940 shares of Ameriprise Financial worth $2.72M as of Q2 2026.
- United Capital Financial Advisors sold 483 Ameriprise Financial shares in Q2 2026, an estimated $221K.
- Ameriprise Financial made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #505 holding.
- United Capital Financial Advisors first reported a position in Ameriprise Financial in Q1 2014 and has held it in 49 quarters since.
- United Capital Financial Advisors's Ameriprise Financial position peaked at $11.3M in Q4 2017.
- 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.