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Atria Wealth Solutions’s Apple AAPL Stock Holding History

Atria Wealth Solutions’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,200
Closed -$301K – 1852
2024
Q4 		$301K Sell
1,200
-100
-8% -$23.6K ﹤0.01% 1546
2024
Q3 		$303K Hold
1,300
– – ﹤0.01% 1512
2024
Q2 		$274K Sell
1,300
-800
-38% -$149K ﹤0.01% 1563
2024
Q1 		$360K Sell
2,100
-1,700
-45% -$309K ﹤0.01% 1433
2023
Q4 		$732K Sell
3,800
-400
-10% -$73.9K 0.01% 1014
2023
Q3 		$719K Buy
+4,200
New +$770K 0.01% 961

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's AAPL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Apple (AAPL) stake by 60% in Q2 2025, selling an estimated $105M and leaving 346,234 shares worth $72M. The position accounts for 1.63% of the portfolio, ranked #4.

Atria Wealth Solutions first reported a position in AAPL in Q1 2022 and has held it in 14 quarters since. The position peaked at $274M in Q2 2023. 5,593 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Atria Wealth Solutions held 346,234 shares of Apple worth $72M as of Q2 2025.
  • Atria Wealth Solutions sold 519,637 Apple shares in Q2 2025, an estimated $105M.
  • Apple made up 1.63% of Atria Wealth Solutions's portfolio in Q2 2025, its #4 holding.
  • Atria Wealth Solutions first reported a position in Apple in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Apple position peaked at $274M in Q2 2023.
  • 5,593 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.