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Atria Wealth Solutions’s Blackrock BLK Stock Holding History

Atria Wealth Solutions’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.44M Sell
6,137
-3,724
-38% -$3.52M 0.15% 163
2025
Q1 		$9.33M Buy
9,861
+864
+10% +$847K 0.11% 194
2024
Q4 		$9.22M Buy
8,997
+8,100
+903% +$8.22M 0.1% 205
2024
Q3 		$852K Sell
897
-8,161
-90% -$7.06M 0.01% 979
2024
Q2 		$7.13M Sell
9,058
-2
-0% -$1.56K 0.08% 256
2024
Q1 		$7.55M Sell
9,060
-467
-5% -$375K 0.09% 251
2023
Q4 		$7.73M Buy
9,527
+505
+6% +$353K 0.1% 212
2023
Q3 		$5.83M Buy
9,022
+570
+7% +$398K 0.08% 252
2023
Q2 		$5.84M Buy
8,452
+326
+4% +$218K 0.08% 244
2023
Q1 		$5.44M Sell
8,126
-127
-2% -$89.5K 0.08% 246
2022
Q4 		$5.85M Buy
8,253
+179
+2% +$120K 0.09% 229
2022
Q3 		$4.44M Sell
8,074
-603
-7% -$395K 0.08% 255
2022
Q2 		$5.28M Buy
8,677
+1,158
+15% +$754K 0.1% 224
2022
Q1 		$5.75M Buy
+7,519
New +$5.87M 0.1% 227

Other funds holding BLK

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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Atria Wealth Solutions reduced its Blackrock (BLK) stake by 38% in Q2 2025, selling an estimated $3.52M and leaving 6,137 shares worth $6.44M. The position accounts for 0.15% of the portfolio, ranked #163.

Atria Wealth Solutions first reported a position in BLK in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.33M in Q1 2025. 2,225 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

  • Atria Wealth Solutions held 6,137 shares of Blackrock worth $6.44M as of Q2 2025.
  • Atria Wealth Solutions sold 3,724 Blackrock shares in Q2 2025, an estimated $3.52M.
  • Blackrock made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #163 holding.
  • Atria Wealth Solutions first reported a position in Blackrock in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Blackrock position peaked at $9.33M in Q1 2025.
  • 2,225 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

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