WAM
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WealthTrust Asset Management’s Ameriprise Financial AMP Stock Holding History

WealthTrust Asset 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 		$983K Buy
2,212
+745
+51% +$359K 0.59% 35
2025
Q4 		$719K Sell
1,467
-25
-2% -$11.9K 0.5% 47
2025
Q3 		$733K Sell
1,492
-73
-5% -$37.4K 0.51% 48
2025
Q2 		$835K Buy
1,565
+23
+1% +$11.4K 0.62% 41
2025
Q1 		$746K Buy
1,542
+10
+0.7% +$5.25K 0.55% 42
2024
Q4 		$816K Buy
+1,532
New +$818K 0.59% 42

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

WealthTrust Asset Management's AMP Position: Q1 2026 in Review

WealthTrust Asset Management increased its Ameriprise Financial (AMP) stake by 51% in Q1 2026, buying an estimated $359K and bringing the position to 2,212 shares worth $983K. The position accounts for 0.59% of the portfolio, ranked #35.

WealthTrust Asset Management first reported a position in AMP in Q4 2024 and has held it in 6 quarters since. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • WealthTrust Asset Management held 2,212 shares of Ameriprise Financial worth $983K as of Q1 2026.
  • WealthTrust Asset Management bought 745 Ameriprise Financial shares in Q1 2026, an estimated $359K.
  • Ameriprise Financial made up 0.59% of WealthTrust Asset Management's portfolio in Q1 2026, its #35 holding.
  • WealthTrust Asset Management first reported a position in Ameriprise Financial in Q4 2024 and has held it in 6 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.