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Advisor OS’s Ameriprise Financial AMP Stock Holding History

Advisor OS’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
-1,624
Closed -$796K – 581
2025
Q4 		$796K Buy
1,624
+298
+22% +$141K 0.06% 195
2025
Q3 		$651K Sell
1,326
-41
-3% -$21K 0.06% 214
2025
Q2 		$730K Buy
1,367
+189
+16% +$93.4K 0.07% 195
2025
Q1 		$570K Buy
1,178
+173
+17% +$90.7K 0.06% 216
2024
Q4 		$535K Buy
+1,005
New +$536K 0.06% 214

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

Advisor OS's AMP Position: Q1 2026 in Review

Advisor OS sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 1,624 shares — an estimated $796K sold.

Advisor OS first reported a position in AMP in Q4 2024 and held it in 5 quarters. The position peaked at $796K in Q4 2025. 1,389 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Advisor OS reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 1,624 Ameriprise Financial shares in Q1 2026, an estimated $796K.
  • Advisor OS first reported a position in Ameriprise Financial in Q4 2024 and held it in 5 quarters.
  • Advisor OS's Ameriprise Financial position peaked at $796K in Q4 2025.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.