AWP
AMP icon

Ascent Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Ascent Wealth Partners’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
Q1 		$10.3M Buy
23,224
+712
+3% +$343K 1.2% 20
2025
Q4 		$11M Sell
22,512
-265
-1% -$126K 1.27% 20
2025
Q3 		$11.2M Sell
22,777
-62
-0.3% -$31.8K 1.3% 18
2025
Q2 		$12.2M Buy
22,839
+7
+0% +$3.46K 1.5% 14
2025
Q1 		$11.1M Buy
22,832
+317
+1% +$166K 1.48% 17
2024
Q4 		$12M Sell
22,515
-454
-2% -$242K 1.62% 13
2024
Q3 		$10.8M Sell
22,969
-176
-0.8% -$76.4K 1.5% 16
2024
Q2 		$9.89M Sell
23,145
-252
-1% -$108K 1.45% 20
2024
Q1 		$10.3M Buy
23,397
+189
+0.8% +$75.7K 1.52% 15
2023
Q4 		$8.82M Buy
23,208
+224
+1% +$76.8K 1.44% 17
2023
Q3 		$7.58M Sell
22,984
-141
-0.6% -$48.1K 1.4% 19
2023
Q2 		$7.56M Buy
23,125
+1,168
+5% +$359K 1.33% 19
2023
Q1 		$6.73M Buy
21,957
+3
+0% +$983 1.35% 21
2022
Q4 		$6.83M Sell
21,954
-385
-2% -$117K 1.47% 21
2022
Q3 		$5.63M Sell
22,339
-223
-1% -$58.7K 1.34% 22
2022
Q2 		$5.36M Sell
22,562
-315
-1% -$84.4K 1.21% 29
2022
Q1 		$6.87M Sell
22,877
-62
-0.3% -$18.8K 1.28% 24
2021
Q4 		$6.92M Buy
22,939
+220
+1% +$65.1K 1.23% 20
2021
Q3 		$6M Sell
22,719
-286
-1% -$74.8K 1.15% 28
2021
Q2 		$5.73M Sell
23,005
-658
-3% -$166K 1.09% 31
2021
Q1 		$5.5M Buy
23,663
+381
+2% +$82.4K 1.19% 31
2020
Q4 		$4.52M Buy
23,282
+271
+1% +$48.5K 1.01% 36
2020
Q3 		$3.55M Buy
23,011
+422
+2% +$65K 0.91% 38
2020
Q2 		$3.39M Buy
22,589
+632
+3% +$81K 0.98% 37
2020
Q1 		$2.25M Buy
21,957
+53
+0.2% +$7.85K 0.82% 43
2019
Q4 		$3.65M Sell
21,904
-44
-0.2% -$6.82K 1.04% 39
2019
Q3 		$3.23M Buy
21,948
+294
+1% +$41.2K 0.99% 41
2019
Q2 		$3.14M Buy
21,654
+480
+2% +$69.4K 0.97% 42
2019
Q1 		$2.71M Buy
21,174
+2,085
+11% +$259K 0.88% 43
2018
Q4 		$1.99M Sell
19,089
-2,303
-11% -$289K 0.78% 47
2018
Q3 		$3.16M Buy
21,392
+518
+2% +$74.1K 1.01% 37
2018
Q2 		$2.92M Buy
20,874
+464
+2% +$65.8K 1.03% 35
2018
Q1 		$3.02M Buy
20,410
+96
+0.5% +$15.7K 1.1% 33
2017
Q4 		$3.44M Sell
20,314
-108
-0.5% -$17.3K 1.28% 28
2017
Q3 		$3.03M Buy
20,422
+425
+2% +$59.3K 1.21% 31
2017
Q2 		$2.54M Sell
19,997
-65
-0.3% -$8.25K 1.09% 39
2017
Q1 		$2.6M Buy
20,062
+130
+0.7% +$16.1K 1.17% 36
2016
Q4 		$2.21M Sell
19,932
-160
-0.8% -$16.9K 1.08% 37
2016
Q3 		$2M Buy
20,092
+65
+0.3% +$6.3K 1.01% 41
2016
Q2 		$1.8M Buy
20,027
+22
+0.1% +$2.13K 0.93% 46
2016
Q1 		$1.88M Buy
20,005
+415
+2% +$37.2K 1.01% 43
2015
Q4 		$2.08M Buy
19,590
+6,940
+55% +$776K 1.16% 36
2015
Q3 		$1.38M Buy
12,650
+65
+0.5% +$7.67K 0.82% 45
2015
Q2 		$1.57M Buy
12,585
+235
+2% +$30K 0.86% 44
2015
Q1 		$1.62M Buy
12,350
+545
+5% +$71.8K 0.88% 46
2014
Q4 		$1.56M Buy
11,805
+360
+3% +$45.5K 0.92% 46
2014
Q3 		$1.41M Buy
11,445
+105
+0.9% +$12.9K 0.9% 48
2014
Q2 		$1.36M Buy
+11,340
New +$1.27M 0.86% 49

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ascent Wealth Partners's AMP Position: Q1 2026 in Review

Ascent Wealth Partners increased its Ameriprise Financial (AMP) stake by 3.2% in Q1 2026, buying an estimated $343K and bringing the position to 23,224 shares worth $10.3M. The position accounts for 1.2% of the portfolio, ranked #20.

Ascent Wealth Partners first reported a position in AMP in Q2 2014 and has held it in 48 quarters since. The position peaked at $12.2M in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Ascent Wealth Partners held 23,224 shares of Ameriprise Financial worth $10.3M as of Q1 2026.
  • Ascent Wealth Partners bought 712 Ameriprise Financial shares in Q1 2026, an estimated $343K.
  • Ameriprise Financial made up 1.2% of Ascent Wealth Partners's portfolio in Q1 2026, its #20 holding.
  • Ascent Wealth Partners first reported a position in Ameriprise Financial in Q2 2014 and has held it in 48 quarters since.
  • Ascent Wealth Partners's Ameriprise Financial position peaked at $12.2M in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.