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Atria Investments’s Ameresco AMRC Stock Holding History

Atria Investments’s Portfolio AMRC Stock Details AMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,756
Closed -$351K – 2117
2026
Q1 		$351K Buy
13,756
+5,884
+75% +$176K ﹤0.01% 1656
2025
Q4 		$231K Buy
7,872
+1,187
+18% +$41.7K ﹤0.01% 1901
2025
Q3 		$224K Buy
+6,685
New +$153K ﹤0.01% 1884

Other funds holding AMRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Atria Investments's AMRC Position: Q2 2026 in Review

Atria Investments sold out of Ameresco (AMRC) in Q2 2026, closing a stake of 13,756 shares — an estimated $351K sold.

Atria Investments first reported a position in AMRC in Q3 2025 and held it in 3 quarters. The position peaked at $351K in Q1 2026. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Atria Investments reported no remaining Ameresco position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 13,756 Ameresco shares in Q2 2026, an estimated $351K.
  • Atria Investments first reported a position in Ameresco in Q3 2025 and held it in 3 quarters.
  • Atria Investments's Ameresco position peaked at $351K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.