AWA
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Amplius Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Amplius 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
2025
Q3 		– Sell
-408
Closed -$218K – 178
2025
Q2 		$218K Buy
+408
New +$202K 0.02% 193
2025
Q1 		– Sell
-406
Closed -$216K – 184
2024
Q4 		$216K Buy
+406
New +$217K 0.02% 164
2022
Q1 		– Sell
-323
Closed -$97K – 211
2021
Q4 		$97K Buy
+323
New +$95.5K 0.01% 249

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Amplius Wealth Advisors's AMP Position: Q3 2025 in Review

Amplius Wealth Advisors sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 408 shares — an estimated $218K sold.

Amplius Wealth Advisors first reported a position in AMP in Q4 2021 and held it in 3 quarters. The position peaked at $218K in Q2 2025. 1,364 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Amplius Wealth Advisors reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Amplius Wealth Advisors sold 408 Ameriprise Financial shares in Q3 2025, an estimated $218K.
  • Amplius Wealth Advisors first reported a position in Ameriprise Financial in Q4 2021 and held it in 3 quarters.
  • Amplius Wealth Advisors's Ameriprise Financial position peaked at $218K in Q2 2025.
  • 1,364 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.