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Wellington-Altus USA’s Ameriprise Financial AMP Stock Holding History

Wellington-Altus USA’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
Q2 		$87.1K Hold
196
– – 0.06% 230
2026
Q1 		$89.9K Hold
196
– – 0.05% 261
2025
Q4 		$96.1K Buy
+196
New +$93K 0.07% 208

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wellington-Altus USA's AMP Position: Q2 2026 in Review

Wellington-Altus USA held its Ameriprise Financial (AMP) position steady in Q2 2026 at 196 shares worth $87.1K. The position accounts for 0.06% of the portfolio, ranked #230.

Wellington-Altus USA first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $96.1K in Q4 2025. 1,391 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Wellington-Altus USA held 196 shares of Ameriprise Financial worth $87.1K as of Q2 2026.
  • Wellington-Altus USA left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.06% of Wellington-Altus USA's portfolio in Q2 2026, its #230 holding.
  • Wellington-Altus USA first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Ameriprise Financial position peaked at $96.1K in Q4 2025.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.