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Adapt Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Adapt Wealth 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
Q2 		$930K Sell
2,028
-64
-3% -$29.3K 0.3% 43
2026
Q1 		$930K Buy
2,092
+64
+3% +$30.8K 0.34% 43
2025
Q4 		$994K Sell
2,028
-17
-0.8% -$8.07K 0.34% 42
2025
Q3 		$1M Hold
2,045
– – 0.37% 43
2025
Q2 		$1.09M Buy
2,045
+50
+3% +$24.7K 0.49% 29
2025
Q1 		$966K Hold
1,995
– – 0.47% 30
2024
Q4 		$1.06M Buy
1,995
+60
+3% +$32K 0.52% 34
2024
Q3 		$909K Hold
1,935
– – 0.49% 34
2024
Q2 		$827K Hold
1,935
– – 0.52% 33
2024
Q1 		$848K Buy
+1,935
New +$775K 0.6% 29

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Adapt Wealth Advisors's AMP Position: Q2 2026 in Review

Adapt Wealth Advisors reduced its Ameriprise Financial (AMP) stake by 3.1% in Q2 2026, selling an estimated $29.3K and leaving 2,028 shares worth $930K. The position accounts for 0.3% of the portfolio, ranked #43.

Adapt Wealth Advisors first reported a position in AMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.09M in Q2 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Adapt Wealth Advisors held 2,028 shares of Ameriprise Financial worth $930K as of Q2 2026.
  • Adapt Wealth Advisors sold 64 Ameriprise Financial shares in Q2 2026, an estimated $29.3K.
  • Ameriprise Financial made up 0.3% of Adapt Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Adapt Wealth Advisors first reported a position in Ameriprise Financial in Q1 2024 and has held it in 10 quarters since.
  • Adapt Wealth Advisors's Ameriprise Financial position peaked at $1.09M in Q2 2025.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.