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TruWealth Advisors’s Ameriprise Financial AMP Stock Holding History

TruWealth Advisors’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
Q1 		$1.54M Buy
3,462
+3
+0.1% +$1.45K 0.07% 86
2025
Q4 		$1.7M Sell
3,459
-602
-15% -$286K 0.08% 84
2025
Q3 		$2M Buy
4,061
+1
+0% +$513 0.1% 80
2025
Q2 		$2.17M Sell
4,060
-134
-3% -$66.2K 0.12% 77
2025
Q1 		$2.03M Hold
4,194
– – 0.12% 74
2024
Q4 		$2.23M Sell
4,194
-95
-2% -$50.7K 0.13% 71
2024
Q3 		$2.02M Hold
4,289
– – 0.12% 72
2024
Q2 		$1.83M Sell
4,289
-336
-7% -$144K 0.12% 69
2024
Q1 		$2.03M Sell
4,625
-100
-2% -$40K 0.14% 68
2023
Q4 		$1.79M Hold
4,725
– – 0.14% 65
2023
Q3 		$1.56M Hold
4,725
– – 0.13% 68
2023
Q2 		$1.57M Sell
4,725
-120
-2% -$36.9K 0.13% 68
2023
Q1 		$1.48M Sell
4,845
-290
-6% -$95K 0.14% 69
2022
Q4 		$1.6M Sell
5,135
-220
-4% -$67.1K 0.16% 67
2022
Q3 		$1.35M Hold
5,355
– – 0.14% 68
2022
Q2 		$1.27M Sell
5,355
-10
-0.2% -$2.68K 0.14% 65
2022
Q1 		$1.61M Sell
5,365
-159
-3% -$48.1K 0.17% 58
2021
Q4 		$1.67M Hold
5,524
– – 0.17% 55
2021
Q3 		$1.46M Sell
5,524
-100
-2% -$26.2K 0.16% 57
2021
Q2 		$1.4M Hold
5,624
– – 0.16% 56
2021
Q1 		$1.31M Sell
5,624
-55
-1% -$11.9K 0.18% 53
2020
Q4 		$1.1M Buy
+5,679
New +$1.02M 0.16% 52

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TruWealth Advisors's AMP Position: Q1 2026 in Review

TruWealth Advisors increased its Ameriprise Financial (AMP) stake by 0.09% in Q1 2026, buying an estimated $1.45K and bringing the position to 3,462 shares worth $1.54M. The position accounts for 0.07% of the portfolio, ranked #86.

TruWealth Advisors first reported a position in AMP in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.23M in Q4 2024. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • TruWealth Advisors held 3,462 shares of Ameriprise Financial worth $1.54M as of Q1 2026.
  • TruWealth Advisors bought 3 Ameriprise Financial shares in Q1 2026, an estimated $1.45K.
  • Ameriprise Financial made up 0.07% of TruWealth Advisors's portfolio in Q1 2026, its #86 holding.
  • TruWealth Advisors first reported a position in Ameriprise Financial in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Ameriprise Financial position peaked at $2.23M in Q4 2024.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.