AWS
EOSE icon

Atria Wealth Solutions’s Eos Energy Enterprises EOSE Stock Holding History

Atria Wealth Solutions’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$37.8K – 1582
2025
Q1 		$37.8K Hold
10,000
– – ﹤0.01% 1831
2024
Q4 		$48.6K Hold
10,000
– – ﹤0.01% 1938
2024
Q3 		$29.7K Hold
10,000
– – ﹤0.01% 1903
2024
Q2 		$12.7K Buy
+10,000
New +$8.26K ﹤0.01% 1910

Other funds holding EOSE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.13B AUM 87.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return