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Moneta Group Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Moneta Group Investment 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
Q1 		$803K Sell
1,806
-77
-4% -$37.1K 0.01% 400
2025
Q4 		$924K Buy
1,883
+60
+3% +$28.5K 0.01% 374
2025
Q3 		$896K Sell
1,823
-47
-3% -$24.1K 0.01% 373
2025
Q2 		$998K Buy
1,870
+154
+9% +$76.1K 0.01% 308
2025
Q1 		$831K Sell
1,716
-62
-3% -$32.5K 0.01% 315
2024
Q4 		$946K Buy
1,778
+691
+64% +$369K 0.01% 292
2024
Q3 		$511K Buy
1,087
+56
+5% +$24.3K 0.01% 398
2024
Q2 		$440K Buy
1,031
+180
+21% +$76.9K 0.01% 414
2024
Q1 		$373K Sell
851
-71
-8% -$28.4K 0.01% 432
2023
Q4 		$350K Buy
922
+14
+2% +$4.8K 0.01% 407
2023
Q3 		$299K Sell
908
-472
-34% -$161K 0.01% 407
2023
Q2 		$459K Sell
1,380
-275
-17% -$84.5K 0.01% 336
2023
Q1 		$507K Buy
1,655
+418
+34% +$137K 0.01% 321
2022
Q4 		$433K Sell
1,237
-255
-17% -$77.8K 0.01% 316
2022
Q3 		$376K Sell
1,492
-376
-20% -$98.9K 0.01% 307
2022
Q2 		$444K Buy
1,868
+140
+8% +$37.5K 0.02% 314
2022
Q1 		$519K Buy
1,728
+876
+103% +$265K 0.02% 287
2021
Q4 		$257K Buy
+852
New +$252K 0.01% 412
2018
Q2 		– Sell
-90
Closed -$13K – 399
2018
Q1 		$13K Hold
90
– – ﹤0.01% 434
2017
Q4 		$15K Buy
+90
New +$14.4K ﹤0.01% 326
2015
Q4 		– Sell
-600
Closed -$65K – 150
2015
Q3 		$65K Buy
+600
New +$70.8K 0.02% 212

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

Moneta Group Investment Advisors's AMP Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Ameriprise Financial (AMP) stake by 4.1% in Q1 2026, selling an estimated $37.1K and leaving 1,806 shares worth $803K. The position accounts for 0.01% of the portfolio, ranked #400.

Moneta Group Investment Advisors first reported a position in AMP in Q3 2015 and has held it in 21 quarters since. The position peaked at $998K in Q2 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Moneta Group Investment Advisors held 1,806 shares of Ameriprise Financial worth $803K as of Q1 2026.
  • Moneta Group Investment Advisors sold 77 Ameriprise Financial shares in Q1 2026, an estimated $37.1K.
  • Ameriprise Financial made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #400 holding.
  • Moneta Group Investment Advisors first reported a position in Ameriprise Financial in Q3 2015 and has held it in 21 quarters since.
  • Moneta Group Investment Advisors's Ameriprise Financial position peaked at $998K in Q2 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.