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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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McCarter Private Wealth Services's AMP Position: Q1 2026 in Review

McCarter Private Wealth Services held its Ameriprise Financial (AMP) position steady in Q1 2026 at 1,080 shares worth $480K. The position accounts for 0.21% of the portfolio, ranked #97.

McCarter Private Wealth Services first reported a position in AMP in Q3 2024 and has held it in 7 quarters since. The position peaked at $612K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • McCarter Private Wealth Services held 1,080 shares of Ameriprise Financial worth $480K as of Q1 2026.
  • McCarter Private Wealth Services left its Ameriprise Financial share count unchanged in Q1 2026.
  • Ameriprise Financial made up 0.21% of McCarter Private Wealth Services's portfolio in Q1 2026, its #97 holding.
  • McCarter Private Wealth Services first reported a position in Ameriprise Financial in Q3 2024 and has held it in 7 quarters since.
  • McCarter Private Wealth Services's Ameriprise Financial position peaked at $612K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.