AWM
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Accurate Wealth Management’s Ameriprise Financial AMP Stock Holding History

Accurate 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
2026
Q1 		– Sell
-782
Closed -$397K – 535
2025
Q4 		$397K Buy
782
+36
+5% +$17.1K 0.05% 347
2025
Q3 		$363K Hold
746
– – 0.05% 360
2025
Q2 		$405K Sell
746
-4,781
-87% -$2.36M 0.06% 300
2025
Q1 		$2.59M Sell
5,527
-18
-0.3% -$9.44K 0.49% 52
2024
Q4 		$2.86M Buy
5,545
+5,070
+1,067% +$2.71M 0.55% 45
2024
Q3 		$243K Sell
475
-6
-1% -$2.6K 0.05% 325
2024
Q2 		$214K Buy
+481
New +$205K 0.05% 311
2023
Q1 		– Sell
-270
Closed -$86.2K – 300
2022
Q4 		$86.2K Buy
+270
New +$82.4K 0.03% 331

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

Accurate Wealth Management's AMP Position: Q1 2026 in Review

Accurate Wealth Management sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 782 shares — an estimated $397K sold.

Accurate Wealth Management first reported a position in AMP in Q4 2022 and held it in 8 quarters. The position peaked at $2.86M in Q4 2024. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Accurate Wealth Management reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 782 Ameriprise Financial shares in Q1 2026, an estimated $397K.
  • Accurate Wealth Management first reported a position in Ameriprise Financial in Q4 2022 and held it in 8 quarters.
  • Accurate Wealth Management's Ameriprise Financial position peaked at $2.86M in Q4 2024.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.