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Wealthspire Advisors (New York)’s Ameriprise Financial AMP Stock Holding History

Wealthspire Advisors (New York)’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 		$740K Sell
1,614
-84
-5% -$38.5K ﹤0.01% 650
2026
Q1 		$754K Sell
1,698
-958
-36% -$462K 0.01% 468
2025
Q4 		$1.3M Buy
2,656
+590
+29% +$280K 0.01% 374
2025
Q3 		$1.02M Sell
2,066
-77
-4% -$39.5K 0.01% 391
2025
Q2 		$1.14M Sell
2,143
-10
-0.5% -$4.94K 0.01% 362
2025
Q1 		$1.04M Buy
2,153
+75
+4% +$39.3K 0.01% 373
2024
Q4 		$1.11M Buy
2,078
+718
+53% +$383K 0.01% 353
2024
Q3 		$639K Buy
1,360
+173
+15% +$75.1K 0.01% 448
2024
Q2 		$507K Sell
1,187
-3
-0.3% -$1.28K 0.01% 426
2024
Q1 		$522K Sell
1,190
-141
-11% -$56.5K 0.01% 420
2023
Q4 		$506K Buy
1,331
+284
+27% +$97.4K 0.01% 419
2023
Q3 		$345K Buy
1,047
+141
+16% +$48.1K 0.01% 460
2023
Q2 		$301K Sell
906
-13
-1% -$4K ﹤0.01% 457
2023
Q1 		$282K Sell
919
-334
-27% -$109K ﹤0.01% 453
2022
Q4 		$390K Buy
1,253
+419
+50% +$128K 0.01% 410
2022
Q3 		$210K Buy
+834
New +$219K ﹤0.01% 472
2022
Q1 		– Sell
-1,208
Closed -$364K – 438
2021
Q4 		$364K Buy
1,208
+371
+44% +$110K 0.01% 380
2021
Q3 		$221K Buy
+837
New +$219K ﹤0.01% 529
2021
Q2 		– Sell
-2,040
Closed -$474K – 384
2021
Q1 		$474K Buy
2,040
+278
+16% +$60.1K 0.01% 413
2020
Q4 		$342K Buy
+1,762
New +$315K 0.01% 394
2020
Q2 		– Sell
-2,916
Closed -$299K – 291
2020
Q1 		$299K Buy
+2,916
New +$432K 0.01% 383
2019
Q1 		– Sell
-120
Closed -$13K – 86
2018
Q4 		$13K Buy
+120
New +$15.1K ﹤0.01% 431

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s AMP Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Ameriprise Financial (AMP) stake by 4.9% in Q2 2026, selling an estimated $38.5K and leaving 1,614 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Wealthspire Advisors (New York) first reported a position in AMP in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.3M in Q4 2025. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Wealthspire Advisors (New York) held 1,614 shares of Ameriprise Financial worth $740K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 84 Ameriprise Financial shares in Q2 2026, an estimated $38.5K.
  • Ameriprise Financial made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #650 holding.
  • Wealthspire Advisors (New York) first reported a position in Ameriprise Financial in Q4 2018 and has held it in 22 quarters since.
  • Wealthspire Advisors (New York)'s Ameriprise Financial position peaked at $1.3M in Q4 2025.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.