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Moran Wealth Management’s Ameriprise Financial AMP Stock Holding History

Moran 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
Q2 		$31.2M Sell
68,051
-2,361
-3% -$1.08M 0.85% 17
2026
Q1 		$31.3M Buy
70,412
+3,240
+5% +$1.56M 0.96% 12
2025
Q4 		$32.9M Sell
67,172
-2,110
-3% -$1M 1.01% 12
2025
Q3 		$34M Sell
69,282
-8,711
-11% -$4.46M 1.03% 12
2025
Q2 		$41.6M Sell
77,993
-2,803
-3% -$1.38M 1.28% 10
2025
Q1 		$39.1M Sell
80,796
-621
-0.8% -$326K 1.32% 7
2024
Q4 		$43.3M Buy
81,417
+3,482
+4% +$1.86M 1.38% 9
2024
Q3 		$36.6M Buy
77,935
+22,078
+40% +$9.58M 1.13% 11
2024
Q2 		$23.9M Sell
55,857
-159
-0.3% -$67.9K 0.79% 27
2024
Q1 		$24.6M Sell
56,016
-1,178
-2% -$472K 0.8% 26
2023
Q4 		$21.7M Sell
57,194
-1,995
-3% -$684K 0.77% 27
2023
Q3 		$19.5M Sell
59,189
-739
-1% -$252K 0.76% 36
2023
Q2 		$19.9M Sell
59,928
-912
-1% -$280K 0.75% 35
2023
Q1 		$18.6M Buy
60,840
+2,301
+4% +$754K 0.71% 42
2022
Q4 		$18.2M Buy
+58,539
New +$17.9M 0.69% 38

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

Moran Wealth Management's AMP Position: Q2 2026 in Review

Moran Wealth Management reduced its Ameriprise Financial (AMP) stake by 3.4% in Q2 2026, selling an estimated $1.08M and leaving 68,051 shares worth $31.2M. The position accounts for 0.85% of the portfolio, ranked #17.

Moran Wealth Management first reported a position in AMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $43.3M in Q4 2024. 1,386 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Moran Wealth Management held 68,051 shares of Ameriprise Financial worth $31.2M as of Q2 2026.
  • Moran Wealth Management sold 2,361 Ameriprise Financial shares in Q2 2026, an estimated $1.08M.
  • Ameriprise Financial made up 0.85% of Moran Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Moran Wealth Management first reported a position in Ameriprise Financial in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Ameriprise Financial position peaked at $43.3M in Q4 2024.
  • 1,386 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.