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 Q2	$1.44M	Sell	7,000 -11,900	-63%	-$2.4M	0.03%	515
2025 Q1	$4.2M	Buy	18,900 +13,800	+271%	+$3.2M	0.05%	395
2024 Q4	$1.28M	Buy	+5,100	New	+$1.2M	0.01%	827
2024 Q3	–	Sell	-6,000	Closed	-$1.26M	–	1914
2024 Q2	$1.26M	Buy	+6,000	New	+$1.12M	0.01%	797
2024 Q1	–	Sell	-15,500	Closed	-$2.98M	–	1955
2023 Q4	$2.98M	Buy	+15,500	New	+$2.86M	0.04%	467
2023 Q3	–	Sell	-3,500	Closed	-$679K	–	1859
2023 Q2	$679K	Buy	+3,500	New	+$610K	0.01%	1022
2022 Q3	–	Sell	-729,401	Closed	-$99.7M	–	1742
2022 Q2	$99.7M	Buy	+729,401	New	+$110M	1.87%	3

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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.