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Wealth Preservation Advisors’s Ameriprise Financial AMP Stock Holding History

Wealth Preservation Advisors’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 		$32.4K Buy
73
+13
+22% +$6.26K 0.03% 240
2025
Q4 		$29.4K Hold
60
– – 0.01% 235
2025
Q3 		$29.5K Hold
60
– – 0.02% 226
2025
Q2 		$32K Hold
60
– – 0.02% 215
2025
Q1 		$29K Buy
+60
New +$31.5K 0.02% 222

Other funds holding AMP

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Preservation Advisors's AMP Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Ameriprise Financial (AMP) stake by 22% in Q1 2026, buying an estimated $6.26K and bringing the position to 73 shares worth $32.4K. The position accounts for 0.03% of the portfolio, ranked #240.

Wealth Preservation Advisors first reported a position in AMP in Q1 2025 and has held it in 5 quarters since. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Wealth Preservation Advisors held 73 shares of Ameriprise Financial worth $32.4K as of Q1 2026.
  • Wealth Preservation Advisors bought 13 Ameriprise Financial shares in Q1 2026, an estimated $6.26K.
  • Ameriprise Financial made up 0.03% of Wealth Preservation Advisors's portfolio in Q1 2026, its #240 holding.
  • Wealth Preservation Advisors first reported a position in Ameriprise Financial in Q1 2025 and has held it in 5 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.