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Global Wealth Strategies & Associates’s Ameriprise Financial AMP Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-20
Closed -$8.89K – 115
2026
Q1 		$8.89K Sell
20
-2
-9% -$964 ﹤0.01% 323
2025
Q4 		$10.8K Hold
22
– – ﹤0.01% 299
2025
Q3 		$10.8K Buy
+22
New +$11.3K ﹤0.01% 278

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Global Wealth Strategies & Associates's AMP Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 20 shares — an estimated $8.89K sold.

Global Wealth Strategies & Associates first reported a position in AMP in Q3 2025 and held it in 3 quarters. The position peaked at $10.8K in Q3 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 20 Ameriprise Financial shares in Q2 2026, an estimated $8.89K.
  • Global Wealth Strategies & Associates first reported a position in Ameriprise Financial in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Ameriprise Financial position peaked at $10.8K in Q3 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.