Envestnet Portfolio Solutions’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Envestnet Portfolio Solutions's AMP Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Ameriprise Financial (AMP) stake by 79% in Q1 2026, selling an estimated $4.94M and leaving 2,790 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #570.

Envestnet Portfolio Solutions first reported a position in AMP in Q3 2023 and has held it in 11 quarters since. The position peaked at $15.8M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Envestnet Portfolio Solutions held 2,790 shares of Ameriprise Financial worth $1.24M as of Q1 2026.
  • Envestnet Portfolio Solutions sold 10,253 Ameriprise Financial shares in Q1 2026, an estimated $4.94M.
  • Ameriprise Financial made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #570 holding.
  • Envestnet Portfolio Solutions first reported a position in Ameriprise Financial in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Ameriprise Financial position peaked at $15.8M in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.