Atria Wealth Solutions’s Element Solutions ESI Stock Holding History

Atria Wealth Solutions’s Portfolio ESI Stock Details ESI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$246K	Buy	+10,843	New	+$227K	0.01%	1262
2024 Q3	–	Sell	-26,659	Closed	-$723K	–	1961
2024 Q2	$723K	Sell	26,659 -1,500	-5%	-$36.9K	0.01%	1046
2024 Q1	$703K	Sell	28,159 -12,690	-31%	-$295K	0.01%	1074
2023 Q4	$945K	Sell	40,849 -11,279	-22%	-$228K	0.01%	881
2023 Q3	$1.02M	Sell	52,128 -20,654	-28%	-$410K	0.01%	801
2023 Q2	$1.4M	Sell	72,782 -16,638	-19%	-$306K	0.02%	710
2023 Q1	$1.73M	Buy	89,420 +2,080	+2%	+$41K	0.03%	589
2022 Q4	$1.59M	Buy	87,340 +1,400	+2%	+$25.2K	0.03%	595
2022 Q3	$1.4M	Buy	85,940 +302	+0.4%	+$5.63K	0.02%	606
2022 Q2	$1.52M	Sell	85,638 -4,904	-5%	-$99.5K	0.03%	537
2022 Q1	$1.98M	Buy	+90,542	New	+$2.09M	0.03%	485

Other funds holding ESI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

ICP

Ilex Capital Partners London, United Kingdom $4.88B AUM 4.49% 1-Year Est. Return

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

Atria Wealth Solutions opened a new position in Element Solutions (ESI) in Q2 2025: 10,843 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #1262 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in ESI as recently as Q2 2024.

Atria Wealth Solutions first reported a position in ESI in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.98M in Q1 2022. 354 funds tracked by Wall St. Rank hold ESI as of Q2 2025.

Atria Wealth Solutions held 10,843 shares of Element Solutions worth $246K as of Q2 2025.
Element Solutions was a new Atria Wealth Solutions position in Q2 2025.
Element Solutions made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1262 holding.
Atria Wealth Solutions first reported a position in Element Solutions in Q1 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Element Solutions position peaked at $1.98M in Q1 2022.
354 funds tracked by Wall St. Rank held Element Solutions as of Q2 2025.

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