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Whalen Wealth Management’s Ameriprise Financial AMP Stock Holding History

Whalen 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
Q3 		– Sell
-1,907
Closed -$1.02M – 180
2025
Q2 		$1.02M Buy
+1,907
New +$942K 0.64% 51

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Whalen Wealth Management's AMP Position: Q3 2025 in Review

Whalen Wealth Management sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 1,907 shares — an estimated $1.02M sold.

Whalen Wealth Management first reported a position in AMP in Q2 2025 and held it in 1 quarter. The position peaked at $1.02M in Q2 2025. 1,364 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Whalen Wealth Management reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,907 Ameriprise Financial shares in Q3 2025, an estimated $1.02M.
  • Whalen Wealth Management first reported a position in Ameriprise Financial in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Ameriprise Financial position peaked at $1.02M in Q2 2025.
  • 1,364 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.