AW
EEA

Atlas Wealth’s European Equity Fund EEA Stock Holding History

Atlas Wealth’s Portfolio EEA Stock Details EEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.93M Buy
+266,633
New +$2.83M 0.42% 64
2023
Q2 		– Sell
-11,051
Closed -$93.3K – 233
2023
Q1 		$93.3K Hold
11,051
– – 0.02% 190
2022
Q4 		$82.9K Buy
+11,051
New +$80.5K 0.02% 125

Other funds holding EEA

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Atlas Wealth's EEA Position: Q2 2026 in Review

Atlas Wealth opened a new position in European Equity Fund (EEA) in Q2 2026: 266,633 shares worth $2.93M. The stake represents 0.42% of the portfolio and ranks #64 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in EEA as recently as Q1 2023.

Atlas Wealth first reported a position in EEA in Q4 2022 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold EEA as of Q2 2026.

  • Atlas Wealth held 266,633 shares of European Equity Fund worth $2.93M as of Q2 2026.
  • European Equity Fund was a new Atlas Wealth position in Q2 2026.
  • European Equity Fund made up 0.42% of Atlas Wealth's portfolio in Q2 2026, its #64 holding.
  • Atlas Wealth first reported a position in European Equity Fund in Q4 2022 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held European Equity Fund as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.