GWM
AMP icon

Gitterman Wealth Management’s Ameriprise Financial AMP Stock Holding History

Gitterman Wealth Management’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
2025
Q3 		– Sell
-160
Closed -$85.4K – 140
2025
Q2 		$85.4K Buy
+160
New +$79.1K 0.02% 260
2024
Q4 		– Sell
-579
Closed -$272K – 132
2024
Q3 		$272K Buy
+579
New +$251K 0.11% 76

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gitterman Wealth Management's AMP Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 160 shares — an estimated $85.4K sold.

Gitterman Wealth Management first reported a position in AMP in Q3 2024 and held it in 2 quarters. The position peaked at $272K in Q3 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 160 Ameriprise Financial shares in Q3 2025, an estimated $85.4K.
  • Gitterman Wealth Management first reported a position in Ameriprise Financial in Q3 2024 and held it in 2 quarters.
  • Gitterman Wealth Management's Ameriprise Financial position peaked at $272K in Q3 2024.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.