Weaver Consulting Group’s Ameriprise Financial AMP Stock Holding History

Weaver 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	–	Sell	-423	Closed	-$207K	–	276
2025 Q4	$207K	Buy	423 +8	+2%	+$3.8K	0.05%	259
2025 Q3	$204K	Hold	415	–	–	0.05%	252
2025 Q2	$221K	Hold	415	–	–	0.06%	222
2025 Q1	$201K	Sell	415 -24	-5%	-$12.6K	0.06%	216
2024 Q4	$234K	Hold	439	–	–	0.07%	193
2024 Q3	$206K	Buy	+439	New	+$190K	0.07%	210
2020 Q4	–	Sell	-96	Closed	-$15K	–	171
2020 Q3	$15K	Hold	96	–	–	0.01%	456
2020 Q2	$14K	Hold	96	–	–	0.01%	446
2020 Q1	$10K	Hold	96	–	–	0.01%	436
2019 Q4	$14K	Hold	96	–	–	0.01%	420
2019 Q3	$14K	Buy	96 +20	+26%	+$2.8K	0.01%	412
2019 Q2	$11K	Hold	76	–	–	0.01%	433
2019 Q1	$11K	Buy	+76	New	+$9.43K	﹤0.01%	897

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

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

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

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

Weaver Consulting Group sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 423 shares — an estimated $207K sold.

Weaver Consulting Group first reported a position in AMP in Q1 2019 and held it in 13 quarters. The position peaked at $234K in Q4 2024. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Weaver Consulting Group reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
Weaver Consulting Group sold 423 Ameriprise Financial shares in Q1 2026, an estimated $207K.
Weaver Consulting Group first reported a position in Ameriprise Financial in Q1 2019 and held it in 13 quarters.
Weaver Consulting Group's Ameriprise Financial position peaked at $234K in Q4 2024.
1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.