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Accredited Wealth Management’s Ameriprise Financial AMP Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$2.95K Buy
3,250
+3,244
+54,067% +$1.66M ﹤0.01% 340
2025
Q2 		$3.2K Hold
6
– – ﹤0.01% 334
2025
Q1 		$2.9K Hold
6
– – ﹤0.01% 322
2024
Q4 		$3.19K Buy
+6
New +$3.2K ﹤0.01% 312

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accredited Wealth Management's AMP Position: Q3 2025 in Review

Accredited Wealth Management increased its Ameriprise Financial (AMP) stake by 54,067% in Q3 2025, buying an estimated $1.66M and bringing the position to 3,250 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Accredited Wealth Management first reported a position in AMP in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.2K in Q2 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Accredited Wealth Management held 3,250 shares of Ameriprise Financial worth $2.95K as of Q3 2025.
  • Accredited Wealth Management bought 3,244 Ameriprise Financial shares in Q3 2025, an estimated $1.66M.
  • Ameriprise Financial made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #340 holding.
  • Accredited Wealth Management first reported a position in Ameriprise Financial in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Ameriprise Financial position peaked at $3.2K in Q2 2025.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.