HWA
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Heartwood Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-65
Closed -$31.9K – 228
2025
Q3 		$31.9K Buy
+65
New +$33.3K ﹤0.01% 332

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Heartwood Wealth Advisors's AMP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 65 shares — an estimated $31.9K sold.

Heartwood Wealth Advisors first reported a position in AMP in Q3 2025 and held it in 1 quarter. The position peaked at $31.9K in Q3 2025. 1,426 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 65 Ameriprise Financial shares in Q4 2025, an estimated $31.9K.
  • Heartwood Wealth Advisors first reported a position in Ameriprise Financial in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Ameriprise Financial position peaked at $31.9K in Q3 2025.
  • 1,426 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.