PWM
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Prentice Wealth Management’s Ameriprise Financial AMP Stock Holding History

Prentice 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 		$1.23M Sell
2,684
-15
-0.6% -$6.88K 0.25% 49
2026
Q1 		$1.2M Sell
2,699
-81
-3% -$39K 0.27% 49
2025
Q4 		$1.36M Sell
2,780
-102
-4% -$48.4K 0.31% 46
2025
Q3 		$1.42M Sell
2,882
-203
-7% -$104K 0.35% 42
2025
Q2 		$1.65M Sell
3,085
-143
-4% -$70.7K 0.43% 30
2025
Q1 		$1.56M Sell
3,228
-254
-7% -$133K 0.45% 31
2024
Q4 		$1.85M Sell
3,482
-140
-4% -$74.7K 0.54% 27
2024
Q3 		$1.7M Sell
3,622
-48
-1% -$20.8K 0.51% 29
2024
Q2 		$1.57M Sell
3,670
-40
-1% -$17.1K 0.51% 29
2024
Q1 		$1.63M Buy
3,710
+19
+0.5% +$7.61K 0.56% 28
2023
Q4 		$1.4M Buy
3,691
+57
+2% +$19.5K 0.55% 25
2023
Q3 		$1.2M Sell
3,634
-89
-2% -$30.4K 0.54% 22
2023
Q2 		$1.24M Sell
3,723
-12
-0.3% -$3.69K 0.56% 24
2023
Q1 		$1.14M Sell
3,735
-220
-6% -$72.1K 0.55% 23
2022
Q4 		$1.23M Sell
3,955
-122
-3% -$37.2K 0.62% 21
2022
Q3 		$1.03M Buy
4,077
+56
+1% +$14.7K 0.56% 23
2022
Q2 		$956K Buy
4,021
+165
+4% +$44.2K 0.97% 16
2022
Q1 		$1.17M Buy
3,856
+13
+0.3% +$3.93K 0.56% 21
2021
Q4 		$1.16M Sell
3,843
-42
-1% -$12.4K 0.54% 22
2021
Q3 		$1.03M Buy
3,885
+12
+0.3% +$3.14K 0.5% 23
2021
Q2 		$964K Buy
3,873
+38
+1% +$9.58K 0.49% 20
2021
Q1 		$891K Buy
+3,835
New +$829K 0.5% 20

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

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

Prentice Wealth Management reduced its Ameriprise Financial (AMP) stake by 0.56% in Q2 2026, selling an estimated $6.88K and leaving 2,684 shares worth $1.23M. The position accounts for 0.25% of the portfolio, ranked #49.

Prentice Wealth Management first reported a position in AMP in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.85M in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Prentice Wealth Management held 2,684 shares of Ameriprise Financial worth $1.23M as of Q2 2026.
  • Prentice Wealth Management sold 15 Ameriprise Financial shares in Q2 2026, an estimated $6.88K.
  • Ameriprise Financial made up 0.25% of Prentice Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Prentice Wealth Management first reported a position in Ameriprise Financial in Q1 2021 and has held it in 22 quarters since.
  • Prentice Wealth Management's Ameriprise Financial position peaked at $1.85M in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.