McCarter Private Wealth Services’s Ameriprise Financial AMP Stock Holding History

McCarter Private Wealth Services’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	$495K	Hold	1,080	–	–	0.17%	109
2026 Q1	$480K	Hold	1,080	–	–	0.21%	97
2025 Q4	$530K	Sell	1,080 -67	-6%	-$31.8K	0.24%	88
2025 Q3	$563K	Hold	1,147	–	–	0.29%	70
2025 Q2	$612K	Hold	1,147	–	–	0.35%	60
2025 Q1	$555K	Buy	1,147 +67	+6%	+$35.1K	0.36%	55
2024 Q4	$575K	Hold	1,080	–	–	0.36%	52
2024 Q3	$507K	Buy	+1,080	New	+$469K	0.32%	59

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

McCarter Private Wealth Services's AMP Position: Q2 2026 in Review

McCarter Private Wealth Services held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1,080 shares worth $495K. The position accounts for 0.17% of the portfolio, ranked #109.

McCarter Private Wealth Services first reported a position in AMP in Q3 2024 and has held it in 8 quarters since. The position peaked at $612K in Q2 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

McCarter Private Wealth Services held 1,080 shares of Ameriprise Financial worth $495K as of Q2 2026.
McCarter Private Wealth Services left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.17% of McCarter Private Wealth Services's portfolio in Q2 2026, its #109 holding.
McCarter Private Wealth Services first reported a position in Ameriprise Financial in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Ameriprise Financial position peaked at $612K in Q2 2025.
1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.