AWE
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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
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

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

Avidian Wealth Enterprises's AMP Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Ameriprise Financial (AMP) stake by 0.2% in Q2 2026, buying an estimated $458 and bringing the position to 491 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #669.

Avidian Wealth Enterprises first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $250K in Q4 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Avidian Wealth Enterprises held 491 shares of Ameriprise Financial worth $225K as of Q2 2026.
  • Avidian Wealth Enterprises bought 1 Ameriprise Financial share in Q2 2026, an estimated $458.
  • Ameriprise Financial made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #669 holding.
  • Avidian Wealth Enterprises first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
  • Avidian Wealth Enterprises's Ameriprise Financial position peaked at $250K in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.