Nicolet Advisory Services’s Ameriprise Financial AMP Stock Holding History

Nicolet Advisory Services’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	$339K	Buy	665 +3	+0.5%	+$1.42K	0.02%	304
2025 Q3	$330K	Buy	662 +38	+6%	+$19.5K	0.03%	307
2025 Q2	$313K	Buy	624 +21	+3%	+$10.4K	0.03%	295
2025 Q1	$275K	Buy	603 +11	+2%	+$5.77K	0.03%	298
2024 Q4	$305K	Buy	592 +2	+0.3%	+$1.07K	0.03%	292
2024 Q3	$283K	Sell	590 -7	-1%	-$3.04K	0.03%	302
2024 Q2	$263K	Buy	597 +3	+0.5%	+$1.28K	0.03%	302
2024 Q1	$255K	Buy	594 +15	+3%	+$6.01K	0.03%	300
2023 Q4	$221K	Buy	+579	New	+$199K	0.02%	295

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nicolet Advisory Services's AMP Position: Q4 2025 in Review

Nicolet Advisory Services increased its Ameriprise Financial (AMP) stake by 0.45% in Q4 2025, buying an estimated $1.42K and bringing the position to 665 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #304.

Nicolet Advisory Services first reported a position in AMP in Q4 2023 and has held it in 9 quarters since. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Nicolet Advisory Services held 665 shares of Ameriprise Financial worth $339K as of Q4 2025.
Nicolet Advisory Services bought 3 Ameriprise Financial shares in Q4 2025, an estimated $1.42K.
Ameriprise Financial made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #304 holding.
Nicolet Advisory Services first reported a position in Ameriprise Financial in Q4 2023 and has held it in 9 quarters since.
1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.