MAM
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McLean Asset Management’s Ameriprise Financial AMP Stock Holding History

McLean Asset 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
2026
Q1 		$535K Sell
1,203
-21
-2% -$10.1K 0.09% 88
2025
Q4 		$621K Buy
1,224
+1
+0.1% +$475 0.11% 85
2025
Q3 		$604K Sell
1,223
-9
-0.7% -$4.61K 0.12% 83
2025
Q2 		$668K Buy
1,232
+26
+2% +$12.8K 0.18% 70
2025
Q1 		$514K Sell
1,206
-7
-0.6% -$3.67K 0.17% 72
2024
Q4 		$646K Buy
1,213
+9
+0.7% +$4.8K 0.19% 67
2024
Q3 		$586K Sell
1,204
-21
-2% -$9.11K 0.18% 71
2024
Q2 		$540K Sell
1,225
-60
-5% -$25.6K 0.17% 71
2024
Q1 		$552K Sell
1,285
-40
-3% -$16K 0.19% 63
2023
Q4 		$506K Buy
1,325
+1
+0.1% +$343 0.19% 64
2023
Q3 		$436K Buy
1,324
+1
+0.1% +$341 0.18% 66
2023
Q2 		$439K Sell
1,323
-2
-0.2% -$615 0.17% 72
2023
Q1 		$406K Sell
1,325
-18
-1% -$5.9K 0.17% 76
2022
Q4 		$418K Buy
1,343
+3
+0.2% +$915 0.14% 74
2022
Q3 		$364K Buy
1,340
+7
+0.5% +$1.84K 0.14% 73
2022
Q2 		$311K Hold
1,333
– – 0.12% 85
2022
Q1 		$400K Buy
1,333
+15
+1% +$4.54K 0.3% 63
2021
Q4 		$433K Sell
1,318
-68
-5% -$20.1K 0.17% 65
2021
Q3 		$412K Buy
1,386
+11
+0.8% +$2.88K 0.16% 71
2021
Q2 		$339K Hold
1,375
– – 0.15% 67
2021
Q1 		$353K Buy
1,375
+25
+2% +$5.41K 0.28% 60
2020
Q4 		$262K Buy
+1,350
New +$242K 0.23% 71

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

McLean Asset Management's AMP Position: Q1 2026 in Review

McLean Asset Management reduced its Ameriprise Financial (AMP) stake by 1.7% in Q1 2026, selling an estimated $10.1K and leaving 1,203 shares worth $535K. The position accounts for 0.09% of the portfolio, ranked #88.

McLean Asset Management first reported a position in AMP in Q4 2020 and has held it in 22 quarters since. The position peaked at $668K in Q2 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • McLean Asset Management held 1,203 shares of Ameriprise Financial worth $535K as of Q1 2026.
  • McLean Asset Management sold 21 Ameriprise Financial shares in Q1 2026, an estimated $10.1K.
  • Ameriprise Financial made up 0.09% of McLean Asset Management's portfolio in Q1 2026, its #88 holding.
  • McLean Asset Management first reported a position in Ameriprise Financial in Q4 2020 and has held it in 22 quarters since.
  • McLean Asset Management's Ameriprise Financial position peaked at $668K in Q2 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.