Sterling Wealth Management’s Ameriprise Financial AMP Stock Holding History

Sterling 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	$469K	Hold	1,022	–	–	0.12%	74
2026 Q1	$454K	Buy	1,022 +1	+0.1%	+$482	0.12%	67
2025 Q4	$501K	Sell	1,021 -1	-0.1%	-$475	0.14%	61
2025 Q3	$502K	Hold	1,022	–	–	0.15%	61
2025 Q2	$545K	Buy	+1,022	New	+$505K	0.19%	54
2024 Q4	$543K	Hold	1,020	–	–	0.2%	56
2024 Q3	$479K	Hold	1,020	–	–	0.18%	64
2024 Q2	$436K	Hold	1,020	–	–	0.21%	63
2024 Q1	$447K	Hold	1,020	–	–	0.22%	59
2023 Q4	$387K	Buy	+1,020	New	+$350K	0.22%	62

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Sterling Wealth Management held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1,022 shares worth $469K. The position accounts for 0.12% of the portfolio, ranked #74.

Sterling Wealth Management first reported a position in AMP in Q4 2023 and has held it in 10 quarters since. The position peaked at $545K in Q2 2025. 1,386 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Sterling Wealth Management held 1,022 shares of Ameriprise Financial worth $469K as of Q2 2026.
Sterling Wealth Management left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.12% of Sterling Wealth Management's portfolio in Q2 2026, its #74 holding.
Sterling Wealth Management first reported a position in Ameriprise Financial in Q4 2023 and has held it in 10 quarters since.
Sterling Wealth Management's Ameriprise Financial position peaked at $545K in Q2 2025.
1,386 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.