Alta Advisers’s Ameriprise Financial AMP Stock Holding History

Alta Advisers’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
2025 Q4	–	Sell	-516	Closed	-$253K	–	202
2025 Q3	$253K	Hold	516	–	–	0.08%	205
2025 Q2	$275K	Hold	516	–	–	0.1%	178
2025 Q1	$250K	Buy	+516	New	+$271K	0.11%	187
2024 Q4	–	Sell	-300	Closed	-$141K	–	166
2024 Q3	$141K	Hold	300	–	–	0.06%	220
2024 Q2	$128K	Hold	300	–	–	0.06%	204
2024 Q1	$132K	Hold	300	–	–	0.07%	209
2023 Q4	$114K	Hold	300	–	–	0.06%	229
2023 Q3	$98.9K	Hold	300	–	–	0.06%	242
2023 Q2	$99.6K	Hold	300	–	–	0.06%	246
2023 Q1	$92K	Hold	300	–	–	0.05%	262
2022 Q4	$93K	Hold	300	–	–	0.06%	243
2022 Q3	$76K	Buy	+300	New	+$78.9K	0.05%	277

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Alta Advisers's AMP Position: Q4 2025 in Review

Alta Advisers sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 516 shares — an estimated $253K sold.

Alta Advisers first reported a position in AMP in Q3 2022 and held it in 12 quarters. The position peaked at $275K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Alta Advisers reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
Alta Advisers sold 516 Ameriprise Financial shares in Q4 2025, an estimated $253K.
Alta Advisers first reported a position in Ameriprise Financial in Q3 2022 and held it in 12 quarters.
Alta Advisers's Ameriprise Financial position peaked at $275K in Q2 2025.
1,426 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Alta Advisers's 13F filing for Q4 2025, filed 9 Feb 2026.