MWM
AMP icon

MorganRosel Wealth Management’s Ameriprise Financial AMP Stock Holding History

MorganRosel 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 		$339K Sell
762
-43
-5% -$20.7K 0.13% 89
2025
Q4 		$395K Sell
805
-1,121
-58% -$532K 0.1% 93
2025
Q3 		$946K Sell
1,926
-342
-15% -$175K 0.25% 67
2025
Q2 		$1.21M Sell
2,268
-506
-18% -$250K 0.33% 49
2025
Q1 		$1.34M Buy
2,774
+819
+42% +$430K 0.41% 43
2024
Q4 		$1.04M Buy
1,955
+84
+4% +$44.8K 0.34% 53
2024
Q3 		$879K Sell
1,871
-184
-9% -$79.8K 0.29% 60
2024
Q2 		$878K Buy
2,055
+159
+8% +$67.9K 0.31% 60
2024
Q1 		$831K Sell
1,896
-27
-1% -$10.8K 0.3% 64
2023
Q4 		$730K Sell
1,923
-107
-5% -$36.7K 0.28% 60
2023
Q3 		$669K Sell
2,030
-330
-14% -$113K 0.28% 57
2023
Q2 		$784K Sell
2,360
-312
-12% -$95.9K 0.32% 59
2023
Q1 		$819K Buy
2,672
+1,995
+295% +$654K 0.35% 58
2022
Q4 		$211K Buy
+677
New +$206K 0.1% 90
2022
Q3 		– Sell
-3,026
Closed -$719K – 91
2022
Q2 		$719K Buy
3,026
+94
+3% +$25.2K 0.38% 51
2022
Q1 		$881K Buy
2,932
+174
+6% +$52.6K 0.43% 46
2021
Q4 		$832K Buy
+2,758
New +$816K 0.4% 52
2019
Q3 		– Sell
-4,972
Closed -$722K – 72
2019
Q2 		$722K Buy
+4,972
New +$719K 0.59% 43

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

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

MorganRosel Wealth Management reduced its Ameriprise Financial (AMP) stake by 5.3% in Q1 2026, selling an estimated $20.7K and leaving 762 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #89.

MorganRosel Wealth Management first reported a position in AMP in Q2 2019 and has held it in 18 quarters since. The position peaked at $1.34M in Q1 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • MorganRosel Wealth Management held 762 shares of Ameriprise Financial worth $339K as of Q1 2026.
  • MorganRosel Wealth Management sold 43 Ameriprise Financial shares in Q1 2026, an estimated $20.7K.
  • Ameriprise Financial made up 0.13% of MorganRosel Wealth Management's portfolio in Q1 2026, its #89 holding.
  • MorganRosel Wealth Management first reported a position in Ameriprise Financial in Q2 2019 and has held it in 18 quarters since.
  • MorganRosel Wealth Management's Ameriprise Financial position peaked at $1.34M in Q1 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.