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Caldwell Trust’s Ameriprise Financial AMP Stock Holding History

Caldwell Trust’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 		$2.62M Buy
5,901
+505
+9% +$243K 0.23% 90
2025
Q4 		$2.65M Buy
5,396
+1,180
+28% +$560K 0.24% 86
2025
Q3 		$2.07M Buy
4,216
+72
+2% +$36.9K 0.19% 103
2025
Q2 		$2.21M Sell
4,144
-61
-1% -$30.1K 0.22% 94
2025
Q1 		$2.04M Buy
4,205
+662
+19% +$347K 0.22% 97
2024
Q4 		$1.89M Buy
3,543
+608
+21% +$324K 0.2% 104
2024
Q3 		$1.38M Buy
2,935
+562
+24% +$244K 0.14% 129
2024
Q2 		$1.01M Buy
2,373
+559
+31% +$239K 0.11% 148
2024
Q1 		$795K Buy
1,814
+807
+80% +$323K 0.09% 171
2023
Q4 		$382K Buy
1,007
+165
+20% +$56.6K 0.05% 230
2023
Q3 		$278K Buy
842
+376
+81% +$128K 0.04% 251
2023
Q2 		$155K Buy
466
+8
+2% +$2.46K 0.02% 317
2023
Q1 		$140K Buy
458
+9
+2% +$2.95K 0.02% 324
2022
Q4 		$140K Hold
449
– – 0.02% 318
2022
Q3 		$113K Hold
449
– – 0.02% 332
2022
Q2 		$107K Hold
449
– – 0.01% 352
2022
Q1 		$135K Sell
449
-1
-0.2% -$303 0.02% 337
2021
Q4 		$136K Buy
450
+15
+3% +$4.44K 0.02% 332
2021
Q3 		$115K Hold
435
– – 0.01% 344
2021
Q2 		$108K Sell
435
-17
-4% -$4.29K 0.01% 350
2021
Q1 		$105K Sell
452
-1,626
-78% -$352K 0.01% 343
2020
Q4 		$404K Sell
2,078
-1
-0% -$179 0.06% 193
2020
Q3 		$320K Sell
2,079
-1,948
-48% -$300K 0.05% 201
2020
Q2 		$604K Hold
4,027
– – 0.1% 147
2020
Q1 		$413K Hold
4,027
– – 0.08% 177
2019
Q4 		$671K Buy
+4,027
New +$624K 0.1% 160

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

Caldwell Trust's AMP Position: Q1 2026 in Review

Caldwell Trust increased its Ameriprise Financial (AMP) stake by 9.4% in Q1 2026, buying an estimated $243K and bringing the position to 5,901 shares worth $2.62M. The position accounts for 0.23% of the portfolio, ranked #90.

Caldwell Trust first reported a position in AMP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.65M in Q4 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Caldwell Trust held 5,901 shares of Ameriprise Financial worth $2.62M as of Q1 2026.
  • Caldwell Trust bought 505 Ameriprise Financial shares in Q1 2026, an estimated $243K.
  • Ameriprise Financial made up 0.23% of Caldwell Trust's portfolio in Q1 2026, its #90 holding.
  • Caldwell Trust first reported a position in Ameriprise Financial in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Ameriprise Financial position peaked at $2.65M in Q4 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.