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Prosperity Consulting Group’s Ameriprise Financial AMP Stock Holding History

Prosperity Consulting 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 		– Sell
-451
Closed -$200K – 637
2026
Q1 		$200K Sell
451
-5
-1% -$2.41K 0.01% 514
2025
Q4 		$224K Buy
+456
New +$216K 0.01% 473
2025
Q3 		– Sell
-409
Closed -$218K – 492
2025
Q2 		$218K Sell
409
-1,757
-81% -$868K 0.02% 427
2025
Q1 		$1.05M Buy
2,166
+80
+4% +$42K 0.08% 213
2024
Q4 		$1.11M Buy
2,086
+38
+2% +$20.3K 0.08% 215
2024
Q3 		$962K Sell
2,048
-38
-2% -$16.5K 0.08% 234
2024
Q2 		$891K Buy
2,086
+89
+4% +$38K 0.12% 132
2024
Q1 		$876K Buy
1,997
+66
+3% +$26.4K 0.11% 139
2023
Q4 		$733K Buy
1,931
+46
+2% +$15.8K 0.25% 80
2023
Q3 		$622K Buy
1,885
+33
+2% +$11.3K 0.29% 78
2023
Q2 		$615K Hold
1,852
– – 0.38% 59
2023
Q1 		$568K Hold
1,852
– – 0.36% 60
2022
Q4 		$577K Hold
1,852
– – 0.38% 60
2022
Q3 		$467K Buy
+1,852
New +$487K 0.38% 57

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 $3.38T AUM 44.17% 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

Prosperity Consulting Group's AMP Position: Q2 2026 in Review

Prosperity Consulting Group sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 451 shares — an estimated $200K sold.

Prosperity Consulting Group first reported a position in AMP in Q3 2022 and held it in 14 quarters. The position peaked at $1.11M in Q4 2024. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Prosperity Consulting Group reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • Prosperity Consulting Group sold 451 Ameriprise Financial shares in Q2 2026, an estimated $200K.
  • Prosperity Consulting Group first reported a position in Ameriprise Financial in Q3 2022 and held it in 14 quarters.
  • Prosperity Consulting Group's Ameriprise Financial position peaked at $1.11M in Q4 2024.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.