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Evolve Private Wealth’s Ameriprise Financial AMP Stock Holding History

Evolve Private Wealth’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 		$225K Sell
490
-852
-63% -$390K 0.01% 882
2026
Q1 		$596K Buy
1,342
+321
+31% +$155K 0.03% 502
2025
Q4 		$501K Buy
+1,021
New +$485K 0.03% 529

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

Evolve Private Wealth's AMP Position: Q2 2026 in Review

Evolve Private Wealth reduced its Ameriprise Financial (AMP) stake by 63% in Q2 2026, selling an estimated $390K and leaving 490 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #882.

Evolve Private Wealth first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $596K in Q1 2026. 1,384 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Evolve Private Wealth held 490 shares of Ameriprise Financial worth $225K as of Q2 2026.
  • Evolve Private Wealth sold 852 Ameriprise Financial shares in Q2 2026, an estimated $390K.
  • Ameriprise Financial made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #882 holding.
  • Evolve Private Wealth first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Ameriprise Financial position peaked at $596K in Q1 2026.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.