Heritage Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Heritage Wealth Advisors’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	$113K	Hold	254	–	–	﹤0.01%	244
2025 Q4	$125K	Hold	254	–	–	﹤0.01%	251
2025 Q3	$125K	Hold	254	–	–	0.01%	235
2025 Q2	$136K	Hold	254	–	–	0.01%	225
2025 Q1	$123K	Sell	254 -3	-1%	-$1.57K	0.01%	230
2024 Q4	$137K	Buy	257 +3	+1%	+$1.6K	0.01%	232
2024 Q3	$119K	Buy	254 +14	+6%	+$6.07K	0.01%	251
2024 Q2	$103K	Hold	240	–	–	﹤0.01%	251
2024 Q1	$105K	Hold	240	–	–	﹤0.01%	259
2023 Q4	$91.2K	Hold	240	–	–	﹤0.01%	276
2023 Q3	$79.1K	Hold	240	–	–	﹤0.01%	267
2023 Q2	$79.7K	Sell	240 -5	-2%	-$1.54K	﹤0.01%	276
2023 Q1	$75.1K	Buy	245 +5	+2%	+$1.64K	﹤0.01%	280
2022 Q4	$74.7K	Hold	240	–	–	﹤0.01%	282
2022 Q3	$60.5K	Hold	240	–	–	﹤0.01%	285
2022 Q2	$57K	Buy	+240	New	+$64.3K	﹤0.01%	313
2020 Q1	–	Sell	-8	Closed	-$1.33K	–	449
2019 Q4	$1.33K	Buy	+8	New	+$1.24K	﹤0.01%	633

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

Heritage Wealth Advisors's AMP Position: Q1 2026 in Review

Heritage Wealth Advisors held its Ameriprise Financial (AMP) position steady in Q1 2026 at 254 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Heritage Wealth Advisors first reported a position in AMP in Q4 2019 and has held it in 17 quarters since. The position peaked at $137K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Heritage Wealth Advisors held 254 shares of Ameriprise Financial worth $113K as of Q1 2026.
Heritage Wealth Advisors left its Ameriprise Financial share count unchanged in Q1 2026.
Ameriprise Financial made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #244 holding.
Heritage Wealth Advisors first reported a position in Ameriprise Financial in Q4 2019 and has held it in 17 quarters since.
Heritage Wealth Advisors's Ameriprise Financial position peaked at $137K in Q4 2024.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.