Summit Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Summit Wealth Partners’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	$275K	Hold	599	–	–	0.04%	243
2026 Q1	$266K	Buy	+599	New	+$289K	0.04%	231

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

Summit Wealth Partners's AMP Position: Q2 2026 in Review

Summit Wealth Partners held its Ameriprise Financial (AMP) position steady in Q2 2026 at 599 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #243.

Summit Wealth Partners first reported a position in AMP in Q1 2026 and has held it in 2 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Summit Wealth Partners held 599 shares of Ameriprise Financial worth $275K as of Q2 2026.
Summit Wealth Partners left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #243 holding.
Summit Wealth Partners first reported a position in Ameriprise Financial in Q1 2026 and has held it in 2 quarters since.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.