Aries Wealth Management’s Ameriprise Financial AMP Stock Holding History

Aries 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
2026 Q2	$496K	Hold	1,081	–	–	0.1%	155
2026 Q1	$480K	Hold	1,081	–	–	0.11%	151
2025 Q4	$530K	Hold	1,081	–	–	0.12%	139
2025 Q3	$531K	Sell	1,081 -1	-0.1%	-$513	0.13%	133
2025 Q2	$577K	Hold	1,082	–	–	0.15%	128
2025 Q1	$524K	Hold	1,082	–	–	0.14%	133
2024 Q4	$576K	Sell	1,082 -300	-22%	-$160K	0.16%	129
2024 Q3	$649K	Buy	+1,382	New	+$600K	0.18%	117
2019 Q3	–	Sell	-1,438	Closed	-$216K	–	159
2019 Q2	$216K	Buy	+1,438	New	+$208K	0.15%	140
2018 Q4	–	Sell	-1,507	Closed	-$223K	–	115
2018 Q3	$223K	Hold	1,507	–	–	0.2%	115
2018 Q2	$220K	Sell	1,507 -147	-9%	-$20.8K	0.2%	117
2018 Q1	$239K	Hold	1,654	–	–	0.23%	104
2017 Q4	$296K	Buy	+1,654	New	+$265K	0.27%	92

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

Aries Wealth Management's AMP Position: Q2 2026 in Review

Aries Wealth Management held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1,081 shares worth $496K. The position accounts for 0.1% of the portfolio, ranked #155.

Aries Wealth Management first reported a position in AMP in Q4 2017 and has held it in 13 quarters since. The position peaked at $649K in Q3 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Aries Wealth Management held 1,081 shares of Ameriprise Financial worth $496K as of Q2 2026.
Aries Wealth Management left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.1% of Aries Wealth Management's portfolio in Q2 2026, its #155 holding.
Aries Wealth Management first reported a position in Ameriprise Financial in Q4 2017 and has held it in 13 quarters since.
Aries Wealth Management's Ameriprise Financial position peaked at $649K in Q3 2024.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.