EI
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Ellevest Inc’s Ameriprise Financial AMP Stock Holding History

Ellevest Inc’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 		$504K Buy
1,133
+136
+14% +$65.5K 0.07% 225
2025
Q4 		$489K Buy
997
+98
+11% +$46.5K 0.07% 233
2025
Q3 		$442K Sell
899
-135
-13% -$69.2K 0.06% 247
2025
Q2 		$552K Buy
1,034
+127
+14% +$62.7K 0.09% 177
2025
Q1 		$439K Buy
907
+71
+8% +$37.2K 0.03% 216
2024
Q4 		$445K Sell
836
-37
-4% -$19.7K 0.03% 223
2024
Q3 		$410K Sell
873
-126
-13% -$54.7K 0.02% 263
2024
Q2 		$427K Buy
+999
New +$427K 0.03% 238
2023
Q2 		– Sell
-191
Closed -$58.5K – 420
2023
Q1 		$58.5K Sell
191
-51
-21% -$16.7K ﹤0.01% 560
2022
Q4 		$75.4K Sell
242
-36
-13% -$11K 0.01% 508
2022
Q3 		$70K Sell
278
-13
-4% -$3.42K 0.01% 494
2022
Q2 		$69K Sell
291
-297
-51% -$79.6K 0.01% 486
2022
Q1 		$177K Sell
588
-974
-62% -$295K 0.01% 329
2021
Q4 		$471K Buy
1,562
+200
+15% +$59.2K 0.04% 116
2021
Q3 		$360K Buy
1,362
+147
+12% +$38.5K 0.04% 154
2021
Q2 		$302K Sell
1,215
-39
-3% -$9.83K 0.03% 164
2021
Q1 		$291K Buy
1,254
+198
+19% +$42.8K 0.04% 137
2020
Q4 		$205K Buy
1,056
+230
+28% +$41.2K 0.03% 162
2020
Q3 		$127K Buy
826
+75
+10% +$11.6K 0.02% 193
2020
Q2 		$113K Buy
751
+316
+73% +$40.5K 0.02% 180
2020
Q1 		$45K Buy
435
+159
+58% +$23.6K 0.01% 249
2019
Q4 		$46K Buy
276
+239
+646% +$37K 0.01% 207
2019
Q3 		$5K Buy
37
+12
+48% +$1.68K ﹤0.01% 267
2019
Q2 		$4K Buy
+25
New +$3.61K ﹤0.01% 304

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

Ellevest Inc's AMP Position: Q1 2026 in Review

Ellevest Inc increased its Ameriprise Financial (AMP) stake by 14% in Q1 2026, buying an estimated $65.5K and bringing the position to 1,133 shares worth $504K. The position accounts for 0.07% of the portfolio, ranked #225.

Ellevest Inc first reported a position in AMP in Q2 2019 and has held it in 24 quarters since. The position peaked at $552K in Q2 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Ellevest Inc held 1,133 shares of Ameriprise Financial worth $504K as of Q1 2026.
  • Ellevest Inc bought 136 Ameriprise Financial shares in Q1 2026, an estimated $65.5K.
  • Ameriprise Financial made up 0.07% of Ellevest Inc's portfolio in Q1 2026, its #225 holding.
  • Ellevest Inc first reported a position in Ameriprise Financial in Q2 2019 and has held it in 24 quarters since.
  • Ellevest Inc's Ameriprise Financial position peaked at $552K in Q2 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.