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Atria Investments’s Fortress Biotech FBIO Stock Holding History

Atria Investments’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-88,810
Closed -$165K – 2053
2025
Q2 		$165K Sell
88,810
-11,208
-11% -$19.4K ﹤0.01% 1939
2025
Q1 		$156K Buy
100,018
+11,693
+13% +$20.6K ﹤0.01% 1850
2024
Q4 		$179K Buy
88,325
+16,841
+24% +$30.5K ﹤0.01% 1797
2024
Q3 		$103K Buy
71,484
+26,351
+58% +$50.2K ﹤0.01% 1872
2024
Q2 		$77.2K Buy
+45,133
New +$81.8K ﹤0.01% 1883

Other funds holding FBIO

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return