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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prosperity Consulting Group's AMP Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Ameriprise Financial (AMP) stake by 1.1% in Q1 2026, selling an estimated $2.41K and leaving 451 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #514.

Prosperity Consulting Group first reported a position in AMP in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.11M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Prosperity Consulting Group held 451 shares of Ameriprise Financial worth $200K as of Q1 2026.
Prosperity Consulting Group sold 5 Ameriprise Financial shares in Q1 2026, an estimated $2.41K.
Ameriprise Financial made up 0.01% of Prosperity Consulting Group's portfolio in Q1 2026, its #514 holding.
Prosperity Consulting Group first reported a position in Ameriprise Financial in Q3 2022 and has held it in 14 quarters since.
Prosperity Consulting Group's Ameriprise Financial position peaked at $1.11M in Q4 2024.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.