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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
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 $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

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

Adapt Wealth Advisors increased its Ameriprise Financial (AMP) stake by 3.2% in Q1 2026, buying an estimated $30.8K and bringing the position to 2,092 shares worth $930K. The position accounts for 0.34% of the portfolio, ranked #43.

Adapt Wealth Advisors first reported a position in AMP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.09M in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Adapt Wealth Advisors held 2,092 shares of Ameriprise Financial worth $930K as of Q1 2026.
  • Adapt Wealth Advisors bought 64 Ameriprise Financial shares in Q1 2026, an estimated $30.8K.
  • Ameriprise Financial made up 0.34% of Adapt Wealth Advisors's portfolio in Q1 2026, its #43 holding.
  • Adapt Wealth Advisors first reported a position in Ameriprise Financial in Q1 2024 and has held it in 9 quarters since.
  • Adapt Wealth Advisors's Ameriprise Financial position peaked at $1.09M in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.