EWA
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EverSource Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

EverSource Wealth Advisors’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 		$786K Sell
1,713
-595
-26% -$273K 0.03% 410
2026
Q1 		$1.03M Buy
2,308
+477
+26% +$230K 0.03% 370
2025
Q4 		$898K Buy
1,831
+486
+36% +$231K 0.03% 369
2025
Q3 		$660K Sell
1,345
-24
-2% -$12.3K 0.03% 418
2025
Q2 		$731K Buy
1,369
+226
+20% +$112K 0.03% 352
2025
Q1 		$553K Buy
1,143
+111
+11% +$58.2K 0.03% 360
2024
Q4 		$549K Buy
1,032
+13
+1% +$6.94K 0.03% 353
2024
Q3 		$479K Buy
1,019
+21
+2% +$9.11K 0.03% 336
2024
Q2 		$430K Buy
998
+304
+44% +$130K 0.03% 347
2024
Q1 		$286K Buy
694
+5
+0.7% +$2K 0.02% 391
2023
Q4 		$262K Buy
689
+18
+3% +$6.17K 0.02% 373
2023
Q3 		$221K Sell
671
-51
-7% -$17.4K 0.02% 379
2023
Q2 		$240K Buy
722
+57
+9% +$17.5K 0.03% 361
2023
Q1 		$204K Sell
665
-28
-4% -$9.17K 0.03% 369
2022
Q4 		$216K Sell
693
-111
-14% -$33.9K 0.03% 341
2022
Q3 		$202K Sell
804
-98
-11% -$25.8K 0.05% 293
2022
Q2 		$214K Buy
902
+60
+7% +$16.1K 0.06% 251
2022
Q1 		$253K Buy
842
+24
+3% +$7.26K 0.06% 228
2021
Q4 		$247K Buy
+818
New +$242K 0.07% 195

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 $3.37T AUM 44.26% 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

EverSource Wealth Advisors's AMP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Ameriprise Financial (AMP) stake by 26% in Q2 2026, selling an estimated $273K and leaving 1,713 shares worth $786K. The position accounts for 0.03% of the portfolio, ranked #410.

EverSource Wealth Advisors first reported a position in AMP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q1 2026. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • EverSource Wealth Advisors held 1,713 shares of Ameriprise Financial worth $786K as of Q2 2026.
  • EverSource Wealth Advisors sold 595 Ameriprise Financial shares in Q2 2026, an estimated $273K.
  • Ameriprise Financial made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #410 holding.
  • EverSource Wealth Advisors first reported a position in Ameriprise Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Ameriprise Financial position peaked at $1.03M in Q1 2026.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.