Guardian Wealth Advisors (North Carolina)’s Ameriprise Financial AMP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$222K	Hold	485	–	–	0.01%	360
2026 Q1	$216K	Buy	485 +6	+1%	+$2.89K	0.01%	339
2025 Q4	$235K	Sell	479 -3	-0.6%	-$1.42K	0.01%	335
2025 Q3	$237K	Hold	482	–	–	0.02%	320
2025 Q2	$257K	Sell	482 -27	-5%	-$13.3K	0.02%	289
2025 Q1	$246K	Buy	509 +24	+5%	+$12.6K	0.02%	278
2024 Q4	$258K	Buy	485 +8	+2%	+$4.27K	0.02%	270
2024 Q3	$224K	Sell	477 -6	-1%	-$2.6K	0.02%	253
2024 Q2	$206K	Sell	483 -2	-0.4%	-$854	0.02%	254
2024 Q1	$213K	Buy	+485	New	+$194K	0.03%	259

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

Guardian Wealth Advisors (North Carolina)'s AMP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) held its Ameriprise Financial (AMP) position steady in Q2 2026 at 485 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #360.

Guardian Wealth Advisors (North Carolina) first reported a position in AMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $258K in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 485 shares of Ameriprise Financial worth $222K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #360 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Ameriprise Financial in Q1 2024 and has held it in 10 quarters since.
Guardian Wealth Advisors (North Carolina)'s Ameriprise Financial position peaked at $258K in Q4 2024.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.