Tortoise Investment Management’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
Q1 | – | Sell |
-551
| Closed | -$270K | – | 255 |
|
|
2025
Q4 | $270K | Sell |
551
-3
| -0.5% | -$1.42K | 0.02% | 207 |
|
|
2025
Q3 | $272K | Sell |
554
-28
| -5% | -$14.4K | 0.02% | 198 |
|
|
2025
Q2 | $311K | Buy |
582
+159
| +38% | +$78.6K | 0.03% | 178 |
|
|
2025
Q1 | $205K | Sell |
423
-52
| -11% | -$27.3K | 0.02% | 212 |
|
|
2024
Q4 | $253K | Buy |
475
+7
| +1% | +$3.74K | 0.03% | 197 |
|
|
2024
Q3 | $220K | Buy |
468
+21
| +5% | +$9.11K | 0.02% | 209 |
|
|
2024
Q2 | $191K | Buy |
447
+8
| +2% | +$3.42K | 0.02% | 213 |
|
|
2024
Q1 | $193K | Sell |
439
-1
| -0.2% | -$400 | 0.02% | 217 |
|
|
2023
Q4 | $167K | Hold |
440
| – | – | 0.02% | 229 |
|
|
2023
Q3 | $145K | Hold |
440
| – | – | 0.02% | 232 |
|
|
2023
Q2 | $146K | Buy |
440
+2
| +0.5% | +$615 | 0.02% | 239 |
|
|
2023
Q1 | $134K | Hold |
438
| – | – | 0.02% | 230 |
|
|
2022
Q4 | $136K | Sell |
438
-3
| -0.7% | -$915 | 0.02% | 227 |
|
|
2022
Q3 | $111K | Buy |
441
+269
| +156% | +$70.8K | 0.02% | 240 |
|
|
2022
Q2 | $41K | Buy |
172
+22
| +15% | +$5.89K | 0.01% | 327 |
|
|
2022
Q1 | $45K | Hold |
150
| – | – | 0.01% | 316 |
|
|
2021
Q4 | $45K | Hold |
150
| – | – | 0.01% | 304 |
|
|
2021
Q3 | $40K | Hold |
150
| – | – | 0.01% | 298 |
|
|
2021
Q2 | $37K | Hold |
150
| – | – | 0.01% | 303 |
|
|
2021
Q1 | $35K | Hold |
150
| – | – | 0.01% | 289 |
|
|
2020
Q4 | $29K | Hold |
150
| – | – | 0.01% | 288 |
|
|
2020
Q3 | $23K | Hold |
150
| – | – | 0.01% | 293 |
|
|
2020
Q2 | $23K | Sell |
150
-36
| -19% | -$4.62K | 0.01% | 282 |
|
|
2020
Q1 | $19K | Hold |
186
| – | – | 0.01% | 296 |
|
|
2019
Q4 | $31K | Hold |
186
| – | – | 0.01% | 276 |
|
|
2019
Q3 | $27K | Hold |
186
| – | – | 0.01% | 282 |
|
|
2019
Q2 | $27K | Buy |
186
+150
| +417% | +$21.7K | 0.01% | 300 |
|
|
2019
Q1 | $5K | Buy |
36
+6
| +20% | +$745 | ﹤0.01% | 477 |
|
|
2018
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 474 |
|
|
2018
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 463 |
|
|
2018
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 480 |
|
|
2018
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 458 |
|
|
2017
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 446 |
|
|
2017
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 417 |
|
|
2017
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 416 |
|
|
2017
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 398 |
|
|
2016
Q4 | $3K | Buy |
+30
| New | +$3.17K | ﹤0.01% | 424 |
|
|
2014
Q3 | – | Sell |
-156
| Closed | -$19K | – | 386 |
|
|
2014
Q2 | $19K | Hold |
156
| – | – | 0.01% | 275 |
|
|
2014
Q1 | $17K | Hold |
156
| – | – | 0.01% | 237 |
|
|
2013
Q4 | $18K | Hold |
156
| – | – | 0.01% | 222 |
|
|
2013
Q3 | $14K | Hold |
156
| – | – | 0.01% | 217 |
|
|
2013
Q2 | $13K | Buy |
+156
| New | +$12.1K | 0.01% | 209 |
|
Other funds holding AMP
Tortoise Investment Management's AMP Position: Q1 2026 in Review
Tortoise Investment Management sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 551 shares — an estimated $270K sold.
Tortoise Investment Management first reported a position in AMP in Q2 2013 and held it in 42 quarters. The position peaked at $311K in Q2 2025. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.
- Tortoise Investment Management reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
- Tortoise Investment Management sold 551 Ameriprise Financial shares in Q1 2026, an estimated $270K.
- Tortoise Investment Management first reported a position in Ameriprise Financial in Q2 2013 and held it in 42 quarters.
- Tortoise Investment Management's Ameriprise Financial position peaked at $311K in Q2 2025.
- 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.
Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.