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Mowery & Schoenfeld Wealth Management’s Ameriprise Financial AMP Stock Holding History

Mowery & Schoenfeld 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
2025
Q4 		– Sell
-2
Closed -$986 – 477
2025
Q3 		$986 Hold
2
– – ﹤0.01% 362
2025
Q2 		$1.07K Hold
2
– – ﹤0.01% 361
2025
Q1 		$972 Hold
2
– – ﹤0.01% 417
2024
Q4 		$1.06K Buy
+2
New +$1.07K ﹤0.01% 444

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's AMP Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 2 shares — an estimated $986 sold.

Mowery & Schoenfeld Wealth Management first reported a position in AMP in Q4 2024 and held it in 4 quarters. The position peaked at $1.07K in Q2 2025. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 2 Ameriprise Financial shares in Q4 2025, an estimated $986.
  • Mowery & Schoenfeld Wealth Management first reported a position in Ameriprise Financial in Q4 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Ameriprise Financial position peaked at $1.07K in Q2 2025.
  • 1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.