MOR Wealth Management’s Ameriprise Financial AMP Stock Holding History

MOR 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 Q1	–	Sell	-525	Closed	-$257K	–	105
2025 Q4	$257K	Buy	+525	New	+$249K	0.12%	86

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MOR Wealth Management's AMP Position: Q1 2026 in Review

MOR Wealth Management sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 525 shares — an estimated $257K sold.

MOR Wealth Management first reported a position in AMP in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 1,389 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

MOR Wealth Management reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
MOR Wealth Management sold 525 Ameriprise Financial shares in Q1 2026, an estimated $257K.
MOR Wealth Management first reported a position in Ameriprise Financial in Q4 2025 and held it in 1 quarter.
MOR Wealth Management's Ameriprise Financial position peaked at $257K in Q4 2025.
1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on MOR Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.