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Laurel Oak Wealth Management’s Ameriprise Financial AMP Stock Holding History

Laurel Oak Wealth Management’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 		$1.59M Sell
3,474
-418
-11% -$192K 0.23% 81
2026
Q1 		$1.73M Buy
3,892
+309
+9% +$149K 0.29% 71
2025
Q4 		$1.76M Buy
+3,583
New +$1.7M 0.3% 62

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

Laurel Oak Wealth Management's AMP Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Ameriprise Financial (AMP) stake by 11% in Q2 2026, selling an estimated $192K and leaving 3,474 shares worth $1.59M. The position accounts for 0.23% of the portfolio, ranked #81.

Laurel Oak Wealth Management first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Laurel Oak Wealth Management held 3,474 shares of Ameriprise Financial worth $1.59M as of Q2 2026.
  • Laurel Oak Wealth Management sold 418 Ameriprise Financial shares in Q2 2026, an estimated $192K.
  • Ameriprise Financial made up 0.23% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Laurel Oak Wealth Management first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Ameriprise Financial position peaked at $1.76M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.