Atria Wealth Solutions’s AES AES Stock Holding History

Atria Wealth Solutions’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$573K	Sell	54,204 -117,208	-68%	-$1.25M	0.01%	853
2025 Q1	$2.13M	Buy	171,412 +54,736	+47%	+$633K	0.03%	609
2024 Q4	$1.5M	Buy	+116,676	New	+$1.74M	0.02%	753
2024 Q3	–	Sell	-12,367	Closed	-$217K	–	1917
2024 Q2	$217K	Sell	12,367 -1,717	-12%	-$32.6K	﹤0.01%	1714
2024 Q1	$253K	Buy	+14,084	New	+$235K	﹤0.01%	1672
2023 Q2	–	Sell	-9,367	Closed	-$226K	–	1863
2023 Q1	$226K	Sell	9,367 -28,856	-75%	-$733K	﹤0.01%	1600
2022 Q4	$1.1M	Buy	38,223 +8,973	+31%	+$242K	0.02%	702
2022 Q3	$661K	Buy	+29,250	New	+$693K	0.01%	887
2022 Q2	–	Sell	-8,739	Closed	-$225K	–	1629
2022 Q1	$225K	Buy	+8,739	New	+$198K	﹤0.01%	1502

Other funds holding AES

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Atria Wealth Solutions reduced its AES (AES) stake by 68% in Q2 2025, selling an estimated $1.25M and leaving 54,204 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #853.

Atria Wealth Solutions first reported a position in AES in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.13M in Q1 2025. 684 funds tracked by Wall St. Rank hold AES as of Q2 2025.

Atria Wealth Solutions held 54,204 shares of AES worth $573K as of Q2 2025.
Atria Wealth Solutions sold 117,208 AES shares in Q2 2025, an estimated $1.25M.
AES made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #853 holding.
Atria Wealth Solutions first reported a position in AES in Q1 2022 and has held it in 9 quarters since.
Atria Wealth Solutions's AES position peaked at $2.13M in Q1 2025.
684 funds tracked by Wall St. Rank held AES as of Q2 2025.

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