Turtle Creek Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Turtle Creek Wealth 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
2025 Q4	–	Sell	-483	Closed	-$237K	–	388
2025 Q3	$237K	Buy	+483	New	+$248K	0.02%	323
2024 Q1	–	Sell	-89	Closed	-$33.8K	–	227
2023 Q4	$33.8K	Buy	+89	New	+$30.5K	0.01%	329

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 $113B AUM 38.87% 1-Year Est. Return

Turtle Creek Wealth Advisors's AMP Position: Q4 2025 in Review

Turtle Creek Wealth Advisors sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 483 shares — an estimated $237K sold.

Turtle Creek Wealth Advisors first reported a position in AMP in Q4 2023 and held it in 2 quarters. The position peaked at $237K in Q3 2025. 1,425 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Turtle Creek Wealth Advisors reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 483 Ameriprise Financial shares in Q4 2025, an estimated $237K.
Turtle Creek Wealth Advisors first reported a position in Ameriprise Financial in Q4 2023 and held it in 2 quarters.
Turtle Creek Wealth Advisors's Ameriprise Financial position peaked at $237K in Q3 2025.
1,425 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Turtle Creek Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.