Envestnet Portfolio Solutions
AMP icon

Envestnet Portfolio Solutions’s Ameriprise Financial AMP Stock Holding History

Envestnet Portfolio Solutions’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 		$488K Sell
1,064
-1,726
-62% -$791K ﹤0.01% 1004
2026
Q1 		$1.24M Sell
2,790
-10,253
-79% -$4.94M 0.01% 570
2025
Q4 		$6.4M Sell
13,043
-1,336
-9% -$634K 0.02% 321
2025
Q3 		$7.06M Sell
14,379
-3,383
-19% -$1.73M 0.03% 287
2025
Q2 		$9.48M Sell
17,762
-1,055
-6% -$521K 0.03% 233
2025
Q1 		$9.11M Sell
18,817
-10,844
-37% -$5.69M 0.03% 245
2024
Q4 		$15.8M Sell
29,661
-1,359
-4% -$725K 0.05% 169
2024
Q3 		$14.6M Sell
31,020
-511
-2% -$222K 0.05% 191
2024
Q2 		$13.5M Sell
31,531
-848
-3% -$362K 0.05% 191
2024
Q1 		$14.2M Buy
32,379
+2,416
+8% +$967K 0.05% 183
2023
Q4 		$11.4M Buy
29,963
+1,501
+5% +$515K 0.05% 193
2023
Q3 		$9.38M Buy
+28,462
New +$9.71M 0.04% 194

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's AMP Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Ameriprise Financial (AMP) stake by 62% in Q2 2026, selling an estimated $791K and leaving 1,064 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Envestnet Portfolio Solutions first reported a position in AMP in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.8M in Q4 2024. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,064 shares of Ameriprise Financial worth $488K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 1,726 Ameriprise Financial shares in Q2 2026, an estimated $791K.
  • Ameriprise Financial made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1004 holding.
  • Envestnet Portfolio Solutions first reported a position in Ameriprise Financial in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Ameriprise Financial position peaked at $15.8M in Q4 2024.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.