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MorganRosel Wealth Management’s Ameriprise Financial AMP Stock Holding History

MorganRosel 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 		– Sell
-762
Closed -$339K – 105
2026
Q1 		$339K Sell
762
-43
-5% -$20.7K 0.13% 89
2025
Q4 		$395K Sell
805
-1,121
-58% -$532K 0.1% 93
2025
Q3 		$946K Sell
1,926
-342
-15% -$175K 0.25% 67
2025
Q2 		$1.21M Sell
2,268
-506
-18% -$250K 0.33% 49
2025
Q1 		$1.34M Buy
2,774
+819
+42% +$430K 0.41% 43
2024
Q4 		$1.04M Buy
1,955
+84
+4% +$44.8K 0.34% 53
2024
Q3 		$879K Sell
1,871
-184
-9% -$79.8K 0.29% 60
2024
Q2 		$878K Buy
2,055
+159
+8% +$67.9K 0.31% 60
2024
Q1 		$831K Sell
1,896
-27
-1% -$10.8K 0.3% 64
2023
Q4 		$730K Sell
1,923
-107
-5% -$36.7K 0.28% 60
2023
Q3 		$669K Sell
2,030
-330
-14% -$113K 0.28% 57
2023
Q2 		$784K Sell
2,360
-312
-12% -$95.9K 0.32% 59
2023
Q1 		$819K Buy
2,672
+1,995
+295% +$654K 0.35% 58
2022
Q4 		$211K Buy
+677
New +$206K 0.1% 90
2022
Q3 		– Sell
-3,026
Closed -$719K – 91
2022
Q2 		$719K Buy
3,026
+94
+3% +$25.2K 0.38% 51
2022
Q1 		$881K Buy
2,932
+174
+6% +$52.6K 0.43% 46
2021
Q4 		$832K Buy
+2,758
New +$816K 0.4% 52
2019
Q3 		– Sell
-4,972
Closed -$722K – 72
2019
Q2 		$722K Buy
+4,972
New +$719K 0.59% 43

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

MorganRosel Wealth Management's AMP Position: Q2 2026 in Review

MorganRosel Wealth Management sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 762 shares — an estimated $339K sold.

MorganRosel Wealth Management first reported a position in AMP in Q2 2019 and held it in 18 quarters. The position peaked at $1.34M in Q1 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • MorganRosel Wealth Management reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • MorganRosel Wealth Management sold 762 Ameriprise Financial shares in Q2 2026, an estimated $339K.
  • MorganRosel Wealth Management first reported a position in Ameriprise Financial in Q2 2019 and held it in 18 quarters.
  • MorganRosel Wealth Management's Ameriprise Financial position peaked at $1.34M in Q1 2025.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.