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
Q2 		$660K Buy
1,209
+6
+0.5% +$2.75K 0.09% 84
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

McLean Asset Management's AMP Position: Q2 2026 in Review

McLean Asset Management increased its Ameriprise Financial (AMP) stake by 0.5% in Q2 2026, buying an estimated $2.75K and bringing the position to 1,209 shares worth $660K. The position accounts for 0.09% of the portfolio, ranked #84.

McLean Asset Management first reported a position in AMP in Q4 2020 and has held it in 23 quarters since. The position peaked at $668K in Q2 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • McLean Asset Management held 1,209 shares of Ameriprise Financial worth $660K as of Q2 2026.
  • McLean Asset Management bought 6 Ameriprise Financial shares in Q2 2026, an estimated $2.75K.
  • Ameriprise Financial made up 0.09% of McLean Asset Management's portfolio in Q2 2026, its #84 holding.
  • McLean Asset Management first reported a position in Ameriprise Financial in Q4 2020 and has held it in 23 quarters since.
  • McLean Asset Management's Ameriprise Financial position peaked at $668K in Q2 2025.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.