MA
AMP icon

MONECO Advisors’s Ameriprise Financial AMP Stock Holding History

MONECO Advisors’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 		$292K Buy
637
+10
+2% +$4.58K 0.02% 483
2026
Q1 		$278K Buy
627
+22
+4% +$10.6K 0.02% 422
2025
Q4 		$297K Sell
605
-18
-3% -$8.54K 0.02% 398
2025
Q3 		$306K Sell
623
-14
-2% -$7.17K 0.03% 395
2025
Q2 		$340K Sell
637
-50
-7% -$24.7K 0.03% 359
2025
Q1 		$333K Sell
687
-52
-7% -$27.3K 0.03% 344
2024
Q4 		$393K Buy
739
+124
+20% +$66.2K 0.04% 322
2024
Q3 		$289K Buy
615
+9
+1% +$3.9K 0.04% 347
2024
Q2 		$259K Sell
606
-1
-0.2% -$427 0.04% 351
2024
Q1 		$266K Sell
607
-7
-1% -$2.8K 0.04% 338
2023
Q4 		$233K Sell
614
-11
-2% -$3.77K 0.04% 333
2023
Q3 		$206K Sell
625
-2
-0.3% -$683 0.06% 321
2023
Q2 		$208K Buy
+627
New +$193K 0.06% 320

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

MONECO Advisors's AMP Position: Q2 2026 in Review

MONECO Advisors increased its Ameriprise Financial (AMP) stake by 1.6% in Q2 2026, buying an estimated $4.58K and bringing the position to 637 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #483.

MONECO Advisors first reported a position in AMP in Q2 2023 and has held it in 13 quarters since. The position peaked at $393K in Q4 2024. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • MONECO Advisors held 637 shares of Ameriprise Financial worth $292K as of Q2 2026.
  • MONECO Advisors bought 10 Ameriprise Financial shares in Q2 2026, an estimated $4.58K.
  • Ameriprise Financial made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #483 holding.
  • MONECO Advisors first reported a position in Ameriprise Financial in Q2 2023 and has held it in 13 quarters since.
  • MONECO Advisors's Ameriprise Financial position peaked at $393K in Q4 2024.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.