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Aviso Wealth Management’s Ameriprise Financial AMP Stock Holding History

Aviso Wealth Management’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
-425
Closed -$208K – 142
2025
Q4 		$208K Hold
425
– – 0.09% 142
2025
Q3 		$209K Hold
425
– – 0.09% 134
2025
Q2 		$227K Buy
+425
New +$210K 0.11% 133
2025
Q1 		– Sell
-408
Closed -$217K – 137
2024
Q4 		$217K Buy
+408
New +$218K 0.11% 135

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

Aviso Wealth Management's AMP Position: Q1 2026 in Review

Aviso Wealth Management sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 425 shares — an estimated $208K sold.

Aviso Wealth Management first reported a position in AMP in Q4 2024 and held it in 4 quarters. The position peaked at $227K in Q2 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Aviso Wealth Management reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Aviso Wealth Management sold 425 Ameriprise Financial shares in Q1 2026, an estimated $208K.
  • Aviso Wealth Management first reported a position in Ameriprise Financial in Q4 2024 and held it in 4 quarters.
  • Aviso Wealth Management's Ameriprise Financial position peaked at $227K in Q2 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.