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Evergreen Wealth Solutions’s Ameriprise Financial AMP Stock Holding History

Evergreen Wealth 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
Q1 		$546K Buy
1,228
+54
+5% +$26K 0.04% 233
2025
Q4 		$576K Buy
1,174
+9
+0.8% +$4.27K 0.08% 113
2025
Q3 		$572K Sell
1,165
-33
-3% -$16.9K 0.32% 53
2025
Q2 		$639K Buy
1,198
+43
+4% +$21.2K 0.38% 49
2025
Q1 		$559K Sell
1,155
-89
-7% -$46.7K 0.38% 47
2024
Q4 		$662K Sell
1,244
-294
-19% -$157K 0.46% 43
2024
Q3 		$723K Sell
1,538
-198
-11% -$85.9K 0.49% 36
2024
Q2 		$741K Sell
1,736
-181
-9% -$77.3K 0.53% 39
2024
Q1 		$841K Sell
1,917
-155
-7% -$62.1K 0.62% 36
2023
Q4 		$787K Buy
2,072
+5
+0.2% +$1.72K 0.67% 39
2023
Q3 		$681K Sell
2,067
-174
-8% -$59.4K 0.69% 42
2023
Q2 		$744K Buy
2,241
+240
+12% +$73.8K 0.75% 40
2023
Q1 		$613K Sell
2,001
-212
-10% -$69.5K 0.71% 44
2022
Q4 		$689K Sell
2,213
-116
-5% -$35.4K 0.91% 37
2022
Q3 		$587K Buy
2,329
+659
+39% +$173K 0.83% 36
2022
Q2 		$397K Buy
1,670
+212
+15% +$56.8K 0.49% 63
2022
Q1 		$438K Sell
1,458
-138
-9% -$41.7K 0.42% 54
2021
Q4 		$481K Buy
+1,596
New +$472K 0.44% 53

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

Evergreen Wealth Solutions's AMP Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Ameriprise Financial (AMP) stake by 4.6% in Q1 2026, buying an estimated $26K and bringing the position to 1,228 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #233.

Evergreen Wealth Solutions first reported a position in AMP in Q4 2021 and has held it in 18 quarters since. The position peaked at $841K in Q1 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Evergreen Wealth Solutions held 1,228 shares of Ameriprise Financial worth $546K as of Q1 2026.
  • Evergreen Wealth Solutions bought 54 Ameriprise Financial shares in Q1 2026, an estimated $26K.
  • Ameriprise Financial made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #233 holding.
  • Evergreen Wealth Solutions first reported a position in Ameriprise Financial in Q4 2021 and has held it in 18 quarters since.
  • Evergreen Wealth Solutions's Ameriprise Financial position peaked at $841K in Q1 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.