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Hemington Wealth Management’s Ameriprise Financial AMP Stock Holding History

Hemington 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 		$264K Hold
538
– – 0.03% 115
2025
Q2 		$287K Buy
538
+17
+3% +$8.4K 0.04% 103
2025
Q1 		$252K Buy
521
+10
+2% +$5.25K 0.04% 111
2024
Q4 		$272K Buy
511
+25
+5% +$13.3K 0.07% 103
2024
Q3 		$248K Buy
+486
New +$211K 0.07% 104

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

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

Hemington Wealth Management held its Ameriprise Financial (AMP) position steady in Q3 2025 at 538 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #115.

Hemington Wealth Management first reported a position in AMP in Q3 2024 and has held it in 5 quarters since. The position peaked at $287K in Q2 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Hemington Wealth Management held 538 shares of Ameriprise Financial worth $264K as of Q3 2025.
  • Hemington Wealth Management left its Ameriprise Financial share count unchanged in Q3 2025.
  • Ameriprise Financial made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #115 holding.
  • Hemington Wealth Management first reported a position in Ameriprise Financial in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Ameriprise Financial position peaked at $287K in Q2 2025.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.