VWA
AMP icon

Valued Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Valued Wealth Advisors’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 		$18.5K Buy
40
+6
+18% +$2.75K 0.01% 213
2026
Q1 		$15.3K Sell
34
-13
-28% -$6.26K 0.01% 218
2025
Q4 		$23.2K Buy
47
+8
+21% +$3.8K 0.01% 143
2025
Q3 		$19.3K Buy
39
+2
+5% +$1.02K 0.01% 155
2025
Q2 		$19.8K Sell
37
-10
-21% -$4.94K 0.01% 144
2025
Q1 		$22.8K Sell
47
-11
-19% -$5.77K 0.01% 144
2024
Q4 		$30.9K Buy
58
+9
+18% +$4.8K 0.02% 120
2024
Q3 		$23K Sell
49
-4
-8% -$1.74K 0.01% 134
2024
Q2 		$22.6K Buy
53
+6
+13% +$2.56K 0.02% 118
2024
Q1 		$20.6K Buy
47
+31
+194% +$12.4K 0.01% 123
2023
Q4 		$5.28K Buy
+16
New +$5.49K ﹤0.01% 191

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

Valued Wealth Advisors's AMP Position: Q2 2026 in Review

Valued Wealth Advisors increased its Ameriprise Financial (AMP) stake by 18% in Q2 2026, buying an estimated $2.75K and bringing the position to 40 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #213.

Valued Wealth Advisors first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.9K in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Valued Wealth Advisors held 40 shares of Ameriprise Financial worth $18.5K as of Q2 2026.
  • Valued Wealth Advisors bought 6 Ameriprise Financial shares in Q2 2026, an estimated $2.75K.
  • Ameriprise Financial made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #213 holding.
  • Valued Wealth Advisors first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Ameriprise Financial position peaked at $30.9K in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.