MWM
AMP icon

Mindset Wealth Management’s Ameriprise Financial AMP Stock Holding History

Mindset 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
2026
Q1 		$310K Hold
698
– – 0.08% 121
2025
Q4 		$342K Hold
698
– – 0.09% 116
2025
Q3 		$343K Hold
698
– – 0.09% 109
2025
Q2 		$373K Hold
698
– – 0.12% 88
2025
Q1 		$338K Hold
698
– – 0.13% 89
2024
Q4 		$372K Hold
698
– – 0.14% 83
2024
Q3 		$328K Buy
+698
New +$303K 0.14% 88

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

Mindset Wealth Management's AMP Position: Q1 2026 in Review

Mindset Wealth Management held its Ameriprise Financial (AMP) position steady in Q1 2026 at 698 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #121.

Mindset Wealth Management first reported a position in AMP in Q3 2024 and has held it in 7 quarters since. The position peaked at $373K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Mindset Wealth Management held 698 shares of Ameriprise Financial worth $310K as of Q1 2026.
  • Mindset Wealth Management left its Ameriprise Financial share count unchanged in Q1 2026.
  • Ameriprise Financial made up 0.08% of Mindset Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Mindset Wealth Management first reported a position in Ameriprise Financial in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Ameriprise Financial position peaked at $373K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

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