Winch Advisory Services’s Ameriprise Financial AMP Stock Holding History

Winch Advisory Services’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	$10.6K	Hold	23	–	–	﹤0.01%	332
2026 Q1	$10.3K	Hold	23	–	–	﹤0.01%	316
2025 Q4	$11.3K	Buy	+23	New	+$10.9K	﹤0.01%	297
2025 Q3	–	Sell	-5	Closed	-$2.71K	–	507
2025 Q2	$2.71K	Hold	5	–	–	﹤0.01%	391
2025 Q1	$2.45K	Hold	5	–	–	﹤0.01%	398
2024 Q4	$2.68K	Sell	5 -11	-69%	-$5.87K	﹤0.01%	417
2024 Q3	$7.52K	Sell	16 -10	-38%	-$4.34K	﹤0.01%	288
2024 Q2	$11.1K	Hold	26	–	–	﹤0.01%	251
2024 Q1	$11.3K	Hold	26	–	–	﹤0.01%	247
2023 Q4	$9.78K	Hold	26	–	–	﹤0.01%	262
2023 Q3	$8K	Hold	26	–	–	﹤0.01%	265
2023 Q2	$8K	Buy	26 +1	+4%	+$307	﹤0.01%	265
2023 Q1	$8K	Hold	25	–	–	﹤0.01%	264
2022 Q4	$8K	Hold	25	–	–	﹤0.01%	249
2022 Q3	$6K	Hold	25	–	–	﹤0.01%	249
2022 Q2	$6K	Hold	25	–	–	﹤0.01%	267
2022 Q1	$8K	Hold	25	–	–	﹤0.01%	273
2021 Q4	$8K	Hold	25	–	–	﹤0.01%	285
2021 Q3	$7K	Hold	25	–	–	﹤0.01%	295
2021 Q2	$6K	Hold	25	–	–	﹤0.01%	316
2021 Q1	$6K	Hold	25	–	–	﹤0.01%	287
2020 Q4	$5K	Hold	25	–	–	﹤0.01%	294
2020 Q3	$4K	Hold	25	–	–	﹤0.01%	268
2020 Q2	$4K	Hold	25	–	–	﹤0.01%	268
2020 Q1	$3K	Sell	25 -29	-54%	-$4.3K	﹤0.01%	248
2019 Q4	$9K	Buy	54 +1	+2%	+$155	﹤0.01%	210
2019 Q3	$8K	Hold	53	–	–	﹤0.01%	210
2019 Q2	$8K	Buy	53 +29	+121%	+$4.19K	﹤0.01%	216
2019 Q1	$3K	Hold	24	–	–	﹤0.01%	277
2018 Q4	$2K	Hold	24	–	–	﹤0.01%	284
2018 Q3	$3K	Buy	24 +1	+4%	+$143	﹤0.01%	250
2018 Q2	$3K	Hold	23	–	–	﹤0.01%	256
2018 Q1	$3K	Hold	23	–	–	﹤0.01%	243
2017 Q4	$4K	Hold	23	–	–	﹤0.01%	226
2017 Q3	$3K	Hold	23	–	–	﹤0.01%	226
2017 Q2	$3K	Hold	23	–	–	﹤0.01%	234
2017 Q1	$3K	Hold	23	–	–	﹤0.01%	220
2016 Q4	$3K	Buy	23 +1	+5%	+$106	﹤0.01%	203
2016 Q3	$2K	Hold	22	–	–	﹤0.01%	228
2016 Q2	$2K	Sell	22 -127	-85%	-$12.3K	﹤0.01%	225
2016 Q1	$14K	Buy	149 +2	+1%	+$179	0.02%	94
2015 Q4	$16K	Hold	147	–	–	0.02%	97
2015 Q3	$16K	Buy	147 +1	+0.7%	+$118	0.02%	89
2015 Q2	$18K	Buy	146 +1	+0.7%	+$127	0.01%	143
2015 Q1	$19K	Buy	+145	New	+$19.1K	0.01%	114
2014 Q4	–	Sell	-144	Closed	-$18K	–	45
2014 Q3	$18K	Buy	144 +1	+0.7%	+$123	0.01%	105
2014 Q2	$17K	Sell	143 -11,246	-99%	-$1.26M	0.01%	135
2014 Q1	$1.25M	Buy	+11,389	New	+$1.25M	0.79%	32

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Winch Advisory Services's AMP Position: Q2 2026 in Review

Winch Advisory Services held its Ameriprise Financial (AMP) position steady in Q2 2026 at 23 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Winch Advisory Services first reported a position in AMP in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.25M in Q1 2014. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Winch Advisory Services held 23 shares of Ameriprise Financial worth $10.6K as of Q2 2026.
Winch Advisory Services left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #332 holding.
Winch Advisory Services first reported a position in Ameriprise Financial in Q1 2014 and has held it in 48 quarters since.
Winch Advisory Services's Ameriprise Financial position peaked at $1.25M in Q1 2014.
1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.