OLA
AMP icon

Oliver Luxxe Assets’s Ameriprise Financial AMP Stock Holding History

Oliver Luxxe Assets’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 		$333K Sell
725
-11
-1% -$5.04K 0.05% 182
2026
Q1 		$327K Sell
736
-11
-1% -$5.3K 0.05% 180
2025
Q4 		$366K Sell
747
-586
-44% -$278K 0.06% 168
2025
Q3 		$655K Buy
1,333
+103
+8% +$52.8K 0.1% 150
2025
Q2 		$656K Sell
1,230
-10
-0.8% -$4.94K 0.12% 144
2025
Q1 		$600K Sell
1,240
-972
-44% -$510K 0.11% 151
2024
Q4 		$1.11M Buy
2,212
+1,202
+119% +$641K 0.1% 166
2024
Q3 		$475K Buy
1,010
+10
+1% +$4.34K 0.08% 157
2024
Q2 		$427K Buy
1,000
+20
+2% +$8.54K 0.09% 154
2024
Q1 		$430K Hold
980
– – 0.09% 151
2023
Q4 		$372K Buy
980
+24
+3% +$8.23K 0.09% 146
2023
Q3 		$315K Hold
956
– – 0.08% 145
2023
Q2 		$318K Buy
956
+11
+1% +$3.38K 0.08% 149
2023
Q1 		$290K Buy
945
+25
+3% +$8.19K 0.08% 153
2022
Q4 		$286K Sell
920
-3
-0.3% -$915 0.08% 156
2022
Q3 		$233K Sell
923
-13
-1% -$3.42K 0.07% 162
2022
Q2 		$222K Buy
936
+30
+3% +$8.04K 0.07% 173
2022
Q1 		$272K Buy
906
+17
+2% +$5.14K 0.07% 179
2021
Q4 		$268K Buy
889
+7
+0.8% +$2.07K 0.07% 188
2021
Q3 		$233K Buy
+882
New +$231K 0.06% 190

Other funds holding AMP

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
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Oliver Luxxe Assets's AMP Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Ameriprise Financial (AMP) stake by 1.5% in Q2 2026, selling an estimated $5.04K and leaving 725 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #182.

Oliver Luxxe Assets first reported a position in AMP in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q4 2024. 207 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Oliver Luxxe Assets held 725 shares of Ameriprise Financial worth $333K as of Q2 2026.
  • Oliver Luxxe Assets sold 11 Ameriprise Financial shares in Q2 2026, an estimated $5.04K.
  • Ameriprise Financial made up 0.05% of Oliver Luxxe Assets's portfolio in Q2 2026, its #182 holding.
  • Oliver Luxxe Assets first reported a position in Ameriprise Financial in Q3 2021 and has held it in 20 quarters since.
  • Oliver Luxxe Assets's Ameriprise Financial position peaked at $1.11M in Q4 2024.
  • 207 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.