Cornerstone Wealth Group’s Ameriprise Financial AMP Stock Holding History

Cornerstone Wealth Group’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	$228K	Sell	494 -38	-7%	-$18.3K	0.01%	398
2025 Q4	$261K	Sell	532 -75	-12%	-$35.6K	0.02%	304
2025 Q3	$298K	Buy	607 +10	+2%	+$5.13K	0.02%	269
2025 Q2	$318K	Sell	597 -5	-0.8%	-$2.47K	0.02%	240
2025 Q1	$291K	Buy	602 +17	+3%	+$8.92K	0.02%	225
2024 Q4	$312K	Buy	585 +11	+2%	+$5.87K	0.03%	210
2024 Q3	$270K	Buy	574 +15	+3%	+$6.51K	0.02%	218
2024 Q2	$239K	Buy	559 +49	+10%	+$20.9K	0.02%	222
2024 Q1	$224K	Buy	+510	New	+$204K	0.02%	220

Other funds holding AMP

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Wealth Group's AMP Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Ameriprise Financial (AMP) stake by 7.1% in Q1 2026, selling an estimated $18.3K and leaving 494 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #398.

Cornerstone Wealth Group first reported a position in AMP in Q1 2024 and has held it in 9 quarters since. The position peaked at $318K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Cornerstone Wealth Group held 494 shares of Ameriprise Financial worth $228K as of Q1 2026.
Cornerstone Wealth Group sold 38 Ameriprise Financial shares in Q1 2026, an estimated $18.3K.
Ameriprise Financial made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #398 holding.
Cornerstone Wealth Group first reported a position in Ameriprise Financial in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's Ameriprise Financial position peaked at $318K in Q2 2025.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.