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Quotient Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Quotient Wealth Partners’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 		$208K Buy
468
+6
+1% +$2.89K 0.01% 351
2025
Q4 		$227K Sell
462
-7
-1% -$3.32K 0.01% 319
2025
Q3 		$230K Sell
469
-15
-3% -$7.69K 0.01% 327
2025
Q2 		$258K Buy
484
+30
+7% +$14.8K 0.01% 295
2025
Q1 		$220K Buy
454
+7
+2% +$3.67K 0.01% 312
2024
Q4 		$238K Buy
+447
New +$239K 0.01% 288
2024
Q3 		– Sell
-489
Closed -$209K – 316
2024
Q2 		$209K Buy
+489
New +$209K 0.01% 298

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

Quotient Wealth Partners's AMP Position: Q1 2026 in Review

Quotient Wealth Partners increased its Ameriprise Financial (AMP) stake by 1.3% in Q1 2026, buying an estimated $2.89K and bringing the position to 468 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #351.

Quotient Wealth Partners first reported a position in AMP in Q2 2024 and has held it in 7 quarters since. The position peaked at $258K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Quotient Wealth Partners held 468 shares of Ameriprise Financial worth $208K as of Q1 2026.
  • Quotient Wealth Partners bought 6 Ameriprise Financial shares in Q1 2026, an estimated $2.89K.
  • Ameriprise Financial made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #351 holding.
  • Quotient Wealth Partners first reported a position in Ameriprise Financial in Q2 2024 and has held it in 7 quarters since.
  • Quotient Wealth Partners's Ameriprise Financial position peaked at $258K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.