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MASECO Private Wealth’s Ameriprise Financial AMP Stock Holding History

MASECO Private Wealth’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 		– Sell
-450
Closed -$221K – 394
2025
Q4 		$221K Sell
450
-107
-19% -$50.8K 0.01% 88
2025
Q3 		$274K Buy
557
+1
+0.2% +$513 0.01% 46
2025
Q2 		$297K Buy
+556
New +$275K 0.01% 89

Other funds holding AMP

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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

MASECO Private Wealth's AMP Position: Q1 2026 in Review

MASECO Private Wealth sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 450 shares — an estimated $221K sold.

MASECO Private Wealth first reported a position in AMP in Q2 2025 and held it in 3 quarters. The position peaked at $297K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • MASECO Private Wealth reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 450 Ameriprise Financial shares in Q1 2026, an estimated $221K.
  • MASECO Private Wealth first reported a position in Ameriprise Financial in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's Ameriprise Financial position peaked at $297K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.