Dougherty Wealth Advisers’s Ameriprise Financial AMP Stock Holding History

Dougherty Wealth Advisers’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	$277K	Hold	603	–	–	0.15%	41
2026 Q1	$268K	Hold	603	–	–	0.17%	39
2025 Q4	$296K	Hold	603	–	–	0.17%	36
2025 Q3	$296K	Hold	603	–	–	0.19%	30
2025 Q2	$322K	Hold	603	–	–	0.21%	29
2025 Q1	$292K	Hold	603	–	–	0.22%	29
2024 Q4	$321K	Hold	603	–	–	0.25%	30
2024 Q3	$283K	Hold	603	–	–	0.23%	28
2024 Q2	$258K	Hold	603	–	–	0.23%	28
2024 Q1	$264K	Hold	603	–	–	0.23%	27
2023 Q4	$229K	Hold	603	–	–	0.21%	34
2023 Q3	$199K	Hold	603	–	–	0.23%	34
2023 Q2	$200K	Hold	603	–	–	0.27%	36
2023 Q1	$185K	Hold	603	–	–	0.28%	37
2022 Q4	$188K	Hold	603	–	–	0.31%	39
2022 Q3	$152K	Hold	603	–	–	0.3%	37
2022 Q2	$143K	Hold	603	–	–	0.27%	42
2022 Q1	$181K	Hold	603	–	–	0.27%	40
2021 Q4	$182K	Hold	603	–	–	0.25%	42
2021 Q3	$159K	Hold	603	–	–	0.24%	41
2021 Q2	$150K	Hold	603	–	–	0.22%	46
2021 Q1	$140K	Hold	603	–	–	0.21%	46
2020 Q4	$117K	Hold	603	–	–	0.18%	52
2020 Q3	$93K	Hold	603	–	–	0.32%	60
2020 Q2	$90K	Hold	603	–	–	0.33%	62
2020 Q1	$62K	Hold	603	–	–	0.25%	75
2019 Q4	$100K	Hold	603	–	–	0.31%	66
2019 Q3	$89K	Hold	603	–	–	0.29%	71
2019 Q2	$88K	Hold	603	–	–	0.25%	78
2019 Q1	$77K	Hold	603	–	–	0.26%	71
2018 Q4	$76K	Buy	+603	New	+$75.7K	0.25%	74

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dougherty Wealth Advisers's AMP Position: Q2 2026 in Review

Dougherty Wealth Advisers held its Ameriprise Financial (AMP) position steady in Q2 2026 at 603 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #41.

Dougherty Wealth Advisers first reported a position in AMP in Q4 2018 and has held it in 31 quarters since. The position peaked at $322K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Dougherty Wealth Advisers held 603 shares of Ameriprise Financial worth $277K as of Q2 2026.
Dougherty Wealth Advisers left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.15% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #41 holding.
Dougherty Wealth Advisers first reported a position in Ameriprise Financial in Q4 2018 and has held it in 31 quarters since.
Dougherty Wealth Advisers's Ameriprise Financial position peaked at $322K in Q2 2025.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.