Montag & Caldwell’s Ameriprise Financial AMP Stock Holding History

Montag & Caldwell’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
2025 Q2	–	Sell	-27	Closed	-$13.1K	–	116
2025 Q1	$13.1K	Hold	27	–	–	﹤0.01%	108
2024 Q4	$14.4K	Buy	+27	New	+$14.4K	﹤0.01%	114

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Montag & Caldwell's AMP Position: Q2 2025 in Review

Montag & Caldwell sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 27 shares — an estimated $13.1K sold.

Montag & Caldwell first reported a position in AMP in Q4 2024 and held it in 2 quarters. The position peaked at $14.4K in Q4 2024. 1,362 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

Montag & Caldwell reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
Montag & Caldwell sold 27 Ameriprise Financial shares in Q2 2025, an estimated $13.1K.
Montag & Caldwell first reported a position in Ameriprise Financial in Q4 2024 and held it in 2 quarters.
Montag & Caldwell's Ameriprise Financial position peaked at $14.4K in Q4 2024.
1,362 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.