MWM
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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
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 $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

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

Moran Wealth Management increased its Ameriprise Financial (AMP) stake by 4.8% in Q1 2026, buying an estimated $1.56M and bringing the position to 70,412 shares worth $31.3M. The position accounts for 0.96% of the portfolio, ranked #12.

Moran Wealth Management first reported a position in AMP in Q4 2022 and has held it in 14 quarters since. The position peaked at $43.3M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Moran Wealth Management held 70,412 shares of Ameriprise Financial worth $31.3M as of Q1 2026.
  • Moran Wealth Management bought 3,240 Ameriprise Financial shares in Q1 2026, an estimated $1.56M.
  • Ameriprise Financial made up 0.96% of Moran Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Moran Wealth Management first reported a position in Ameriprise Financial in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Ameriprise Financial position peaked at $43.3M in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.