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Burling Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Burling Wealth Partners’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
-625
Closed -$306K – 180
2025
Q4 		$306K Sell
625
-69
-10% -$32.7K 0.05% 160
2025
Q3 		$341K Sell
694
-528
-43% -$271K 0.06% 144
2025
Q2 		$652K Sell
1,222
-246
-17% -$122K 0.12% 114
2025
Q1 		$711K Sell
1,468
-413
-22% -$217K 0.15% 104
2024
Q4 		$1M Buy
+1,881
New +$1M 0.2% 96

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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

Burling Wealth Partners's AMP Position: Q1 2026 in Review

Burling Wealth Partners sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 625 shares — an estimated $306K sold.

Burling Wealth Partners first reported a position in AMP in Q4 2024 and held it in 5 quarters. The position peaked at $1M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Burling Wealth Partners reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Burling Wealth Partners sold 625 Ameriprise Financial shares in Q1 2026, an estimated $306K.
  • Burling Wealth Partners first reported a position in Ameriprise Financial in Q4 2024 and held it in 5 quarters.
  • Burling Wealth Partners's Ameriprise Financial position peaked at $1M in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.