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WealthPLAN Partners’s Ameriprise Financial AMP Stock Holding History

WealthPLAN 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
Q1 		– Sell
-827
Closed -$406K – 223
2025
Q4 		$406K Hold
827
– – 0.06% 204
2025
Q3 		$406K Buy
827
+27
+3% +$13.8K 0.06% 190
2025
Q2 		$427K Hold
800
– – 0.07% 180
2025
Q1 		$387K Buy
+800
New +$420K 0.05% 189
2023
Q3 		– Sell
-59
Closed -$19.6K – 347
2023
Q2 		$19.6K Hold
59
– – ﹤0.01% 686
2023
Q1 		$18.1K Buy
+59
New +$19.3K ﹤0.01% 749
2016
Q3 		$27.3K Sell
270
-538
-67% -$52.1K 0.01% 426
2016
Q2 		$26.6K Buy
+808
New +$78.1K ﹤0.01% 1240
2015
Q4 		$10.1K Buy
+245
New +$27.4K ﹤0.01% 1139
2015
Q2 		$9K Sell
75
-39
-34% -$4.97K ﹤0.01% 313
2015
Q1 		$15K Buy
+114
New +$15K 0.01% 341

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 $3.37T AUM 44.26% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's AMP Position: Q1 2026 in Review

WealthPLAN Partners sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 827 shares — an estimated $406K sold.

WealthPLAN Partners first reported a position in AMP in Q1 2015 and held it in 11 quarters. The position peaked at $427K in Q2 2025. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • WealthPLAN Partners reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 827 Ameriprise Financial shares in Q1 2026, an estimated $406K.
  • WealthPLAN Partners first reported a position in Ameriprise Financial in Q1 2015 and held it in 11 quarters.
  • WealthPLAN Partners's Ameriprise Financial position peaked at $427K in Q2 2025.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.