AWE
AMP icon

Avidian Wealth Enterprises’s Ameriprise Financial AMP Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$263K Buy
535
+44
+9% +$23.6K 0.01% 643
2026
Q2 		$225K Buy
491
+1
+0.2% +$458 0.01% 669
2026
Q1 		$218K Sell
490
-20
-4% -$9.64K 0.01% 627
2025
Q4 		$250K Buy
510
+29
+6% +$13.8K 0.01% 507
2025
Q3 		$236K Buy
481
+33
+7% +$16.9K 0.01% 524
2025
Q2 		$239K Buy
448
+2
+0.4% +$988 0.01% 489
2025
Q1 		$216K Buy
446
+3
+0.7% +$1.57K 0.01% 493
2024
Q4 		$236K Buy
+443
New +$236K 0.01% 451

Other funds holding AMP

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Avidian Wealth Enterprises's AMP Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Ameriprise Financial (AMP) stake by 9% in Q3 2026, buying an estimated $23.6K and bringing the position to 535 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #643.

Avidian Wealth Enterprises first reported a position in AMP in Q4 2024 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Avidian Wealth Enterprises held 535 shares of Ameriprise Financial worth $263K as of Q3 2026.
  • Avidian Wealth Enterprises bought 44 Ameriprise Financial shares in Q3 2026, an estimated $23.6K.
  • Ameriprise Financial made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #643 holding.
  • Avidian Wealth Enterprises first reported a position in Ameriprise Financial in Q4 2024 and has held it in 8 quarters since.
  • 66 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.