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Atria Wealth Solutions’s APA Corp APA Stock Holding History

Atria Wealth Solutions’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.55M Buy
84,937
+34,619
+69% +$600K 0.04% 491
2025
Q1 		$1.06M Buy
50,318
+5,147
+11% +$113K 0.01% 863
2024
Q4 		$1.04M Buy
45,171
+23,027
+104% +$538K 0.01% 911
2024
Q3 		$542K Buy
22,144
+4,509
+26% +$127K 0.01% 1211
2024
Q2 		$519K Buy
17,635
+2,909
+20% +$90K 0.01% 1217
2024
Q1 		$506K Buy
14,726
+1,213
+9% +$38.4K 0.01% 1257
2023
Q4 		$485K Buy
+13,513
New +$510K 0.01% 1228
2023
Q3 		– Sell
-7,671
Closed -$262K – 1865
2023
Q2 		$262K Buy
+7,671
New +$268K ﹤0.01% 1520
2023
Q1 		– Sell
-4,453
Closed -$208K – 1858
2022
Q4 		$208K Buy
+4,453
New +$199K ﹤0.01% 1589

Other funds holding APA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Atria Wealth Solutions increased its APA Corp (APA) stake by 69% in Q2 2025, buying an estimated $600K and bringing the position to 84,937 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #491.

Atria Wealth Solutions first reported a position in APA in Q4 2022 and has held it in 9 quarters since. 625 funds tracked by Wall St. Rank hold APA as of Q2 2025.

  • Atria Wealth Solutions held 84,937 shares of APA Corp worth $1.55M as of Q2 2025.
  • Atria Wealth Solutions bought 34,619 APA Corp shares in Q2 2025, an estimated $600K.
  • APA Corp made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #491 holding.
  • Atria Wealth Solutions first reported a position in APA Corp in Q4 2022 and has held it in 9 quarters since.
  • 625 funds tracked by Wall St. Rank held APA Corp as of Q2 2025.

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