OneDigital Investment Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $900K | Hold |
1,962
| – | – | 0.01% | 787 |
|
|
2026
Q1 | $872K | Sell |
1,962
-509
| -21% | -$245K | 0.01% | 729 |
|
|
2025
Q4 | $1.21M | Buy |
2,471
+17
| +0.7% | +$8.07K | 0.01% | 607 |
|
|
2025
Q3 | $1.21M | Sell |
2,454
-245
| -9% | -$126K | 0.01% | 592 |
|
|
2025
Q2 | $1.44M | Sell |
2,699
-1
| -0% | -$494 | 0.02% | 530 |
|
|
2025
Q1 | $1.31M | Sell |
2,700
-393
| -13% | -$206K | 0.02% | 525 |
|
|
2024
Q4 | $1.65M | Sell |
3,093
-420
| -12% | -$224K | 0.02% | 473 |
|
|
2024
Q3 | $1.65M | Buy |
3,513
+26
| +0.7% | +$11.3K | 0.02% | 496 |
|
|
2024
Q2 | $1.49M | Buy |
3,487
+1,121
| +47% | +$479K | 0.02% | 492 |
|
|
2024
Q1 | $1.04M | Buy |
2,366
+26
| +1% | +$10.4K | 0.02% | 494 |
|
|
2023
Q4 | $889K | Buy |
2,340
+41
| +2% | +$14.1K | 0.02% | 521 |
|
|
2023
Q3 | $758K | Sell |
2,299
-43
| -2% | -$14.7K | 0.02% | 506 |
|
|
2023
Q2 | $778K | Sell |
2,342
-141
| -6% | -$43.3K | 0.02% | 483 |
|
|
2023
Q1 | $761K | Buy |
2,483
+123
| +5% | +$40.3K | 0.02% | 471 |
|
|
2022
Q4 | $735K | Buy |
2,360
+13
| +0.6% | +$3.96K | 0.02% | 425 |
|
|
2022
Q3 | $591K | Buy |
2,347
+1
| +0% | +$263 | 0.02% | 417 |
|
|
2022
Q2 | $558K | Buy |
2,346
+590
| +34% | +$158K | 0.02% | 391 |
|
|
2022
Q1 | $527K | Buy |
1,756
+84
| +5% | +$25.4K | 0.02% | 429 |
|
|
2021
Q4 | $504K | Buy |
1,672
+33
| +2% | +$9.76K | 0.02% | 443 |
|
|
2021
Q3 | $433K | Buy |
1,639
+18
| +1% | +$4.71K | 0.02% | 460 |
|
|
2021
Q2 | $403K | Buy |
1,621
+15
| +0.9% | +$3.78K | 0.02% | 470 |
|
|
2021
Q1 | $373K | Sell |
1,606
-266
| -14% | -$57.5K | 0.02% | 456 |
|
|
2020
Q4 | $364K | Sell |
1,872
-26
| -1% | -$4.65K | 0.02% | 430 |
|
|
2020
Q3 | $292K | Buy |
1,898
+423
| +29% | +$65.1K | 0.02% | 442 |
|
|
2020
Q2 | $221K | Buy |
+1,475
| New | +$189K | 0.02% | 520 |
|
|
2019
Q3 | – | Sell |
-230
| Closed | -$33K | – | 586 |
|
|
2019
Q2 | $33K | Buy |
230
+38
| +20% | +$5.49K | ﹤0.01% | 654 |
|
|
2019
Q1 | $25K | Sell |
192
-11
| -5% | -$1.36K | ﹤0.01% | 662 |
|
|
2018
Q4 | $21K | Hold |
203
| – | – | ﹤0.01% | 675 |
|
|
2018
Q3 | $30K | Hold |
203
| – | – | 0.01% | 531 |
|
|
2018
Q2 | $28K | Buy |
203
+28
| +16% | +$3.97K | 0.01% | 688 |
|
|
2018
Q1 | $26K | Hold |
175
| – | – | 0.01% | 710 |
|
|
2017
Q4 | $30K | Buy |
175
+1
| +0.6% | +$160 | ﹤0.01% | 654 |
|
|
2017
Q3 | $26K | Hold |
174
| – | – | 0.01% | 550 |
|
|
2017
Q2 | $22K | Buy |
+174
| New | +$22.1K | 0.01% | 706 |
|
Other funds holding AMP
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OneDigital Investment Advisors's AMP Position: Q2 2026 in Review
OneDigital Investment Advisors held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1,962 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #787.
OneDigital Investment Advisors first reported a position in AMP in Q2 2017 and has held it in 34 quarters since. The position peaked at $1.65M in Q3 2024. 890 funds tracked by Wall St. Rank hold AMP as of Q2 2026.
- OneDigital Investment Advisors held 1,962 shares of Ameriprise Financial worth $900K as of Q2 2026.
- OneDigital Investment Advisors left its Ameriprise Financial share count unchanged in Q2 2026.
- Ameriprise Financial made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #787 holding.
- OneDigital Investment Advisors first reported a position in Ameriprise Financial in Q2 2017 and has held it in 34 quarters since.
- OneDigital Investment Advisors's Ameriprise Financial position peaked at $1.65M in Q3 2024.
- 890 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.