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Waypoint Wealth Counsel’s Ameriprise Financial AMP Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-841
Closed -$374K – 160
2026
Q1 		$374K Buy
841
+249
+42% +$120K 0.19% 108
2025
Q4 		$290K Buy
+592
New +$281K 0.11% 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

Waypoint Wealth Counsel's AMP Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 841 shares — an estimated $374K sold.

Waypoint Wealth Counsel first reported a position in AMP in Q4 2025 and held it in 2 quarters. The position peaked at $374K in Q1 2026. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 841 Ameriprise Financial shares in Q2 2026, an estimated $374K.
  • Waypoint Wealth Counsel first reported a position in Ameriprise Financial in Q4 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Ameriprise Financial position peaked at $374K in Q1 2026.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.