Holos Integrated Wealth
AMP icon

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
Q3 		$28.8K Hold
60
– – 0.01% 198
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

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KBC Group
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Holos Integrated Wealth's AMP Position: Q3 2026 in Review

Holos Integrated Wealth held its Ameriprise Financial (AMP) position steady in Q3 2026 at 60 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #198.

Holos Integrated Wealth first reported a position in AMP in Q4 2024 and has held it in 8 quarters since. The position peaked at $31.9K in Q4 2024. 451 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Holos Integrated Wealth held 60 shares of Ameriprise Financial worth $28.8K as of Q3 2026.
  • Holos Integrated Wealth left its Ameriprise Financial share count unchanged in Q3 2026.
  • Ameriprise Financial made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #198 holding.
  • Holos Integrated Wealth first reported a position in Ameriprise Financial in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Ameriprise Financial position peaked at $31.9K in Q4 2024.
  • 451 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.