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Atria Wealth Solutions’s Crown Holdings CCK Stock Holding History

Atria Wealth Solutions’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$534K Sell
5,171
-217
-4% -$20.7K 0.01% 888
2025
Q1 		$482K Buy
+5,388
New +$470K 0.01% 1217
2024
Q1 		– Sell
-2,531
Closed -$233K – 1971
2023
Q4 		$233K Buy
+2,531
New +$215K ﹤0.01% 1678

Other funds holding CCK

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 CCK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Crown Holdings (CCK) stake by 4% in Q2 2025, selling an estimated $20.7K and leaving 5,171 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #888.

Atria Wealth Solutions first reported a position in CCK in Q4 2023 and has held it in 3 quarters since. 597 funds tracked by Wall St. Rank hold CCK as of Q2 2025.

  • Atria Wealth Solutions held 5,171 shares of Crown Holdings worth $534K as of Q2 2025.
  • Atria Wealth Solutions sold 217 Crown Holdings shares in Q2 2025, an estimated $20.7K.
  • Crown Holdings made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #888 holding.
  • Atria Wealth Solutions first reported a position in Crown Holdings in Q4 2023 and has held it in 3 quarters since.
  • 597 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2025.

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