Net Worth Advisory Group’s Ameriprise Financial AMP Stock Holding History

Net Worth Advisory Group’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	$1.51M	Sell	3,283 -172	-5%	-$78.8K	0.38%	53
2026 Q1	$1.54M	Sell	3,455 -60	-2%	-$28.9K	0.32%	66
2025 Q4	$1.72M	Buy	3,515 +532	+18%	+$252K	0.35%	60
2025 Q3	$1.47M	Buy	2,983 +234	+9%	+$120K	0.42%	47
2025 Q2	$1.47M	Sell	2,749 -86	-3%	-$42.5K	0.33%	65
2025 Q1	$1.37M	Sell	2,835 -60	-2%	-$31.5K	0.43%	34
2024 Q4	$1.54M	Sell	2,895 -21	-0.7%	-$11.2K	0.47%	35
2024 Q3	$1.37M	Buy	+2,916	New	+$1.27M	0.41%	41

Other funds holding AMP

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Net Worth Advisory Group's AMP Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Ameriprise Financial (AMP) stake by 5% in Q2 2026, selling an estimated $78.8K and leaving 3,283 shares worth $1.51M. The position accounts for 0.38% of the portfolio, ranked #53.

Net Worth Advisory Group first reported a position in AMP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.72M in Q4 2025. 230 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Net Worth Advisory Group held 3,283 shares of Ameriprise Financial worth $1.51M as of Q2 2026.
Net Worth Advisory Group sold 172 Ameriprise Financial shares in Q2 2026, an estimated $78.8K.
Ameriprise Financial made up 0.38% of Net Worth Advisory Group's portfolio in Q2 2026, its #53 holding.
Net Worth Advisory Group first reported a position in Ameriprise Financial in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Ameriprise Financial position peaked at $1.72M in Q4 2025.
230 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.