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Gladstone Institutional Advisory’s Ameriprise Financial AMP Stock Holding History

Gladstone Institutional Advisory’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 		$383K Sell
861
-840
-49% -$405K 0.01% 598
2025
Q4 		$834K Buy
1,701
+79
+5% +$37.5K 0.03% 405
2025
Q3 		$797K Buy
1,622
+69
+4% +$35.4K 0.03% 420
2025
Q2 		$829K Sell
1,553
-68
-4% -$33.6K 0.03% 385
2025
Q1 		$785K Buy
1,621
+616
+61% +$323K 0.04% 375
2024
Q4 		$535K Sell
1,005
-329
-25% -$176K 0.02% 461
2024
Q3 		$627K Buy
1,334
+2
+0.2% +$868 0.03% 402
2024
Q2 		$569K Sell
1,332
-46
-3% -$19.7K 0.03% 399
2024
Q1 		$604K Sell
1,378
-120
-8% -$48K 0.03% 374
2023
Q4 		$569K Sell
1,498
-69
-4% -$23.7K 0.03% 394
2023
Q3 		$517K Sell
1,567
-39
-2% -$13.3K 0.03% 380
2023
Q2 		$533K Buy
1,606
+36
+2% +$11.1K 0.03% 391
2023
Q1 		$481K Sell
1,570
-522
-25% -$171K 0.03% 413
2022
Q4 		$651K Sell
2,092
-285
-12% -$86.9K 0.05% 350
2022
Q3 		$599K Sell
2,377
-423
-15% -$111K 0.05% 358
2022
Q2 		$666K Sell
2,800
-90
-3% -$24.1K 0.05% 350
2022
Q1 		$868K Sell
2,890
-943
-25% -$285K 0.06% 321
2021
Q4 		$1.16M Sell
3,833
-760
-17% -$225K 0.09% 252
2021
Q3 		$1.21M Buy
4,593
+3,267
+246% +$855K 0.12% 208
2021
Q2 		$330K Buy
+1,326
New +$334K 0.04% 376

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

Gladstone Institutional Advisory's AMP Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Ameriprise Financial (AMP) stake by 49% in Q1 2026, selling an estimated $405K and leaving 861 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #598.

Gladstone Institutional Advisory first reported a position in AMP in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.21M in Q3 2021. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Gladstone Institutional Advisory held 861 shares of Ameriprise Financial worth $383K as of Q1 2026.
  • Gladstone Institutional Advisory sold 840 Ameriprise Financial shares in Q1 2026, an estimated $405K.
  • Ameriprise Financial made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #598 holding.
  • Gladstone Institutional Advisory first reported a position in Ameriprise Financial in Q2 2021 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's Ameriprise Financial position peaked at $1.21M in Q3 2021.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.