Icon Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Icon 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 Q3	–	Sell	-261	Closed	-$139K	–	518
2025 Q2	$139K	Hold	261	–	–	0.01%	434
2025 Q1	$126K	Hold	261	–	–	0.01%	438
2024 Q4	$139K	Hold	261	–	–	0.01%	445
2024 Q3	$123K	Hold	261	–	–	0.01%	435
2024 Q2	$112K	Hold	261	–	–	0.01%	417
2024 Q1	$114K	Buy	+261	New	+$105K	0.01%	444

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Icon Wealth Advisors's AMP Position: Q3 2025 in Review

Icon Wealth Advisors sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 261 shares — an estimated $139K sold.

Icon Wealth Advisors first reported a position in AMP in Q1 2024 and held it in 6 quarters. The position peaked at $139K in Q2 2025. 1,363 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

Icon Wealth Advisors reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
Icon Wealth Advisors sold 261 Ameriprise Financial shares in Q3 2025, an estimated $139K.
Icon Wealth Advisors first reported a position in Ameriprise Financial in Q1 2024 and held it in 6 quarters.
Icon Wealth Advisors's Ameriprise Financial position peaked at $139K in Q2 2025.
1,363 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.