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Clearstead Advisors’s Ameriprise Financial AMP Stock Holding History

Clearstead 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
2026
Q1 		$1.87M Buy
4,216
+22
+0.5% +$10.6K 0.02% 378
2025
Q4 		$2.06M Buy
4,194
+511
+14% +$242K 0.03% 323
2025
Q3 		$1.81M Sell
3,683
-257
-7% -$132K 0.02% 338
2025
Q2 		$2.1M Buy
3,940
+135
+4% +$66.7K 0.03% 312
2025
Q1 		$1.84M Buy
3,805
+1,642
+76% +$861K 0.03% 312
2024
Q4 		$1.15M Sell
2,163
-1,577
-42% -$842K 0.02% 382
2024
Q3 		$1.76M Buy
3,740
+8
+0.2% +$3.47K 0.03% 320
2024
Q2 		$1.59M Buy
3,732
+1,330
+55% +$568K 0.03% 307
2024
Q1 		$1.04M Sell
2,402
-15
-0.6% -$6.01K 0.05% 222
2023
Q4 		$918K Sell
2,417
-2,393
-50% -$821K 0.05% 230
2023
Q3 		$1.59M Buy
4,810
+3,428
+248% +$1.17M 0.05% 241
2023
Q2 		$459K Sell
1,382
-111
-7% -$34.1K 0.03% 302
2023
Q1 		$458K Buy
1,493
+76
+5% +$24.9K 0.03% 278
2022
Q4 		$441K Buy
1,417
+35
+3% +$10.7K 0.03% 274
2022
Q3 		$348K Buy
1,382
+39
+3% +$10.3K 0.03% 282
2022
Q2 		$319K Hold
1,343
– – 0.02% 305
2022
Q1 		$403K Buy
1,343
+165
+14% +$49.9K 0.03% 295
2021
Q4 		$355K Buy
1,178
+93
+9% +$27.5K 0.02% 305
2021
Q3 		$287K Buy
1,085
+124
+13% +$32.4K 0.02% 319
2021
Q2 		$239K Buy
961
+26
+3% +$6.55K 0.02% 320
2021
Q1 		$217K Buy
935
+35
+4% +$7.57K 0.02% 322
2020
Q4 		$175K Hold
900
– – 0.02% 339
2020
Q3 		$139K Hold
900
– – 0.01% 320
2020
Q2 		$135K Hold
900
– – 0.02% 315
2020
Q1 		$92K Buy
+900
New +$133K 0.01% 338
2018
Q1 		– Sell
-1,287
Closed -$218K – 222
2017
Q4 		$218K Buy
+1,287
New +$206K 0.03% 210

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

Clearstead Advisors's AMP Position: Q1 2026 in Review

Clearstead Advisors increased its Ameriprise Financial (AMP) stake by 0.52% in Q1 2026, buying an estimated $10.6K and bringing the position to 4,216 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #378.

Clearstead Advisors first reported a position in AMP in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.1M in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Clearstead Advisors held 4,216 shares of Ameriprise Financial worth $1.87M as of Q1 2026.
  • Clearstead Advisors bought 22 Ameriprise Financial shares in Q1 2026, an estimated $10.6K.
  • Ameriprise Financial made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #378 holding.
  • Clearstead Advisors first reported a position in Ameriprise Financial in Q4 2017 and has held it in 26 quarters since.
  • Clearstead Advisors's Ameriprise Financial position peaked at $2.1M in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.