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Aspiriant LLC’s Ameriprise Financial AMP Stock Holding History

Aspiriant LLC’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 		$308K Buy
672
+60
+10% +$27.5K 0.01% 313
2026
Q1 		$272K Buy
+612
New +$295K 0.01% 292
2024
Q2 		– Sell
-946
Closed -$415K – 286
2024
Q1 		$415K Buy
946
+135
+17% +$54.1K 0.02% 213
2023
Q4 		$308K Buy
+811
New +$278K 0.01% 235
2023
Q2 		– Sell
-805
Closed -$247K – 285
2023
Q1 		$247K Buy
+805
New +$264K 0.01% 243
2016
Q3 		– Sell
-2,022
Closed -$249K – 184
2016
Q2 		$249K Buy
+2,022
New +$195K 0.02% 166

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Aspiriant LLC's AMP Position: Q2 2026 in Review

Aspiriant LLC increased its Ameriprise Financial (AMP) stake by 9.8% in Q2 2026, buying an estimated $27.5K and bringing the position to 672 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #313.

Aspiriant LLC first reported a position in AMP in Q2 2016 and has held it in 6 quarters since. The position peaked at $415K in Q1 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Aspiriant LLC held 672 shares of Ameriprise Financial worth $308K as of Q2 2026.
  • Aspiriant LLC bought 60 Ameriprise Financial shares in Q2 2026, an estimated $27.5K.
  • Ameriprise Financial made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #313 holding.
  • Aspiriant LLC first reported a position in Ameriprise Financial in Q2 2016 and has held it in 6 quarters since.
  • Aspiriant LLC's Ameriprise Financial position peaked at $415K in Q1 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.