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Atria Wealth Solutions’s Best Buy BBY Stock Holding History

Atria Wealth Solutions’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19,330
Closed -$1.44M – 1497
2025
Q1 		$1.44M Buy
19,330
+613
+3% +$50.5K 0.02% 746
2024
Q4 		$1.62M Sell
18,717
-561
-3% -$51.2K 0.02% 713
2024
Q3 		$2M Buy
19,278
+3,207
+20% +$289K 0.02% 635
2024
Q2 		$1.37M Buy
16,071
+1,199
+8% +$95.2K 0.02% 768
2024
Q1 		$1.23M Buy
14,872
+1,810
+14% +$138K 0.01% 821
2023
Q4 		$1.03M Buy
13,062
+6,465
+98% +$455K 0.01% 848
2023
Q3 		$461K Buy
6,597
+66
+1% +$5.1K 0.01% 1168
2023
Q2 		$540K Buy
6,531
+426
+7% +$31.8K 0.01% 1117
2023
Q1 		$483K Sell
6,105
-810
-12% -$66.7K 0.01% 1157
2022
Q4 		$560K Buy
6,915
+3,213
+87% +$237K 0.01% 1020
2022
Q3 		$237K Sell
3,702
-3,466
-48% -$257K ﹤0.01% 1454
2022
Q2 		$472K Buy
7,168
+1,610
+29% +$134K 0.01% 998
2022
Q1 		$508K Buy
+5,558
New +$551K 0.01% 1060

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Best Buy (BBY) in Q2 2025, closing a stake of 19,330 shares — an estimated $1.44M sold.

Atria Wealth Solutions first reported a position in BBY in Q1 2022 and held it in 13 quarters. The position peaked at $2M in Q3 2024. 814 funds tracked by Wall St. Rank hold BBY as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Best Buy position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 19,330 Best Buy shares in Q2 2025, an estimated $1.44M.
  • Atria Wealth Solutions first reported a position in Best Buy in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Best Buy position peaked at $2M in Q3 2024.
  • 814 funds tracked by Wall St. Rank held Best Buy as of Q2 2025.

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