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Cavalier Investments’s Ameriprise Financial AMP Stock Holding History

Cavalier Investments’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
-2,787
Closed -$956K – 88
2025
Q3 		$956K Buy
2,787
+124
+5% +$63.6K 0.08% 77
2025
Q2 		$1.42M Sell
2,663
-46
-2% -$22.7K 0.43% 48
2025
Q1 		$1.31M Sell
2,709
-4
-0.1% -$2.1K 0.45% 48
2024
Q4 		$1.44M Buy
2,713
+96
+4% +$51.2K 0.48% 38
2024
Q3 		$1.23M Buy
2,617
+138
+6% +$59.9K 0.38% 57
2024
Q2 		$1.06M Buy
2,479
+62
+3% +$26.5K 0.33% 56
2024
Q1 		$1.06M Buy
2,417
+112
+5% +$44.8K 0.39% 55
2023
Q4 		$876K Buy
2,305
+48
+2% +$16.5K 0.32% 64
2023
Q3 		$744K Buy
2,257
+70
+3% +$23.9K 0.29% 68
2023
Q2 		$726K Buy
2,187
+110
+5% +$33.8K 0.26% 70
2023
Q1 		$637K Buy
2,077
+92
+5% +$30.1K 0.26% 49
2022
Q4 		$618K Sell
1,985
-80
-4% -$24.4K 0.22% 74
2022
Q3 		$520K Sell
2,065
-142
-6% -$37.4K 0.19% 85
2022
Q2 		$525K Buy
2,207
+30
+1% +$8.04K 0.18% 90
2022
Q1 		$654K Buy
2,177
+146
+7% +$44.2K 0.17% 96
2021
Q4 		$613K Buy
+2,031
New +$601K 0.16% 91

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cavalier Investments's AMP Position: Q4 2025 in Review

Cavalier Investments sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 2,787 shares — an estimated $956K sold.

Cavalier Investments first reported a position in AMP in Q4 2021 and held it in 16 quarters. The position peaked at $1.44M in Q4 2024. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

  • Cavalier Investments reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
  • Cavalier Investments sold 2,787 Ameriprise Financial shares in Q4 2025, an estimated $956K.
  • Cavalier Investments first reported a position in Ameriprise Financial in Q4 2021 and held it in 16 quarters.
  • Cavalier Investments's Ameriprise Financial position peaked at $1.44M in Q4 2024.
  • 1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Cavalier Investments's 13F filing for Q4 2025, filed 13 Feb 2026.