Moran Wealth Management
AMP icon

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
Q3 		$33.8M Buy
68,620
+569
+0.8% +$306K 0.93% 12
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% +$9.6M 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Moran Wealth Management's AMP Position: Q3 2026 in Review

Moran Wealth Management increased its Ameriprise Financial (AMP) stake by 0.84% in Q3 2026, buying an estimated $306K and bringing the position to 68,620 shares worth $33.8M. The position accounts for 0.93% of the portfolio, ranked #12.

Moran Wealth Management first reported a position in AMP in Q4 2022 and has held it in 16 quarters since. The position peaked at $43.3M in Q4 2024. 1,246 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Moran Wealth Management held 68,620 shares of Ameriprise Financial worth $33.8M as of Q3 2026.
  • Moran Wealth Management bought 569 Ameriprise Financial shares in Q3 2026, an estimated $306K.
  • Ameriprise Financial made up 0.93% of Moran Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Moran Wealth Management first reported a position in Ameriprise Financial in Q4 2022 and has held it in 16 quarters since.
  • Moran Wealth Management's Ameriprise Financial position peaked at $43.3M in Q4 2024.
  • 1,246 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.