J. Safra Sarasin Holding’s Alerian MLP ETF AMLP Stock Holding History

J. Safra Sarasin Holding’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.04M	Hold	20,000	–	–	0.01%	384
2026 Q1	$1.05M	Hold	20,000	–	–	0.02%	282
2025 Q4	$940K	Hold	20,000	–	–	0.02%	313
2025 Q3	$939K	Hold	20,000	–	–	0.02%	321
2025 Q2	$977K	Hold	20,000	–	–	0.02%	305
2025 Q1	$1.04M	Hold	20,000	–	–	0.02%	314
2024 Q4	$963K	Hold	20,000	–	–	0.02%	343
2024 Q3	$943K	Hold	20,000	–	–	0.02%	341
2024 Q2	$960K	Buy	+20,000	New	+$935K	0.02%	350

Other funds holding AMLP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

J. Safra Sarasin Holding's AMLP Position: Q2 2026 in Review

J. Safra Sarasin Holding held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 20,000 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #384.

J. Safra Sarasin Holding first reported a position in AMLP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q1 2026. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

J. Safra Sarasin Holding held 20,000 shares of Alerian MLP ETF worth $1.04M as of Q2 2026.
J. Safra Sarasin Holding left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #384 holding.
J. Safra Sarasin Holding first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's Alerian MLP ETF position peaked at $1.05M in Q1 2026.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.