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Holos Integrated Wealth’s Ameriprise Financial AMP Stock Holding History

Holos Integrated 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 		$30.5K Sell
60
-2
-3% -$917 0.01% 184
2026
Q1 		$26.8K Buy
62
+2
+3% +$964 0.01% 192
2025
Q4 		$29.6K Hold
60
– – 0.02% 139
2025
Q3 		$28.8K Hold
60
– – 0.02% 142
2025
Q2 		$30.3K Hold
60
– – 0.02% 134
2025
Q1 		$29K Hold
60
– – 0.02% 135
2024
Q4 		$31.9K Buy
+60
New +$32K 0.02% 124

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Holos Integrated Wealth's AMP Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Ameriprise Financial (AMP) stake by 3.2% in Q2 2026, selling an estimated $917 and leaving 60 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #184.

Holos Integrated Wealth first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.9K in Q4 2024. 374 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Holos Integrated Wealth held 60 shares of Ameriprise Financial worth $30.5K as of Q2 2026.
  • Holos Integrated Wealth sold 2 Ameriprise Financial shares in Q2 2026, an estimated $917.
  • Ameriprise Financial made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #184 holding.
  • Holos Integrated Wealth first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Ameriprise Financial position peaked at $31.9K in Q4 2024.
  • 374 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.