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Wealthstream Advisors’s Ameriprise Financial AMP Stock Holding History

Wealthstream Advisors’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
Q3 		$300K Buy
611
+3
+0.5% +$1.54K 0.05% 129
2025
Q2 		$325K Buy
608
+15
+3% +$7.41K 0.05% 114
2025
Q1 		$287K Buy
593
+6
+1% +$3.15K 0.05% 120
2024
Q4 		$313K Sell
587
-7
-1% -$3.74K 0.06% 109
2024
Q3 		$279K Buy
594
+15
+3% +$6.51K 0.05% 117
2024
Q2 		$247K Buy
579
+3
+0.5% +$1.28K 0.09% 111
2024
Q1 		$253K Buy
576
+14
+2% +$5.61K 0.1% 111
2023
Q4 		$213K Buy
+562
New +$193K 0.09% 133

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthstream Advisors's AMP Position: Q3 2025 in Review

Wealthstream Advisors increased its Ameriprise Financial (AMP) stake by 0.49% in Q3 2025, buying an estimated $1.54K and bringing the position to 611 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #129.

Wealthstream Advisors first reported a position in AMP in Q4 2023 and has held it in 8 quarters since. The position peaked at $325K in Q2 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Wealthstream Advisors held 611 shares of Ameriprise Financial worth $300K as of Q3 2025.
  • Wealthstream Advisors bought 3 Ameriprise Financial shares in Q3 2025, an estimated $1.54K.
  • Ameriprise Financial made up 0.05% of Wealthstream Advisors's portfolio in Q3 2025, its #129 holding.
  • Wealthstream Advisors first reported a position in Ameriprise Financial in Q4 2023 and has held it in 8 quarters since.
  • Wealthstream Advisors's Ameriprise Financial position peaked at $325K in Q2 2025.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.