Atria Wealth Solutions’s Fastenal FAST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$843K	Sell	20,067 -10,109	-34%	-$410K	0.02%	710
2025 Q1	$1.17M	Buy	30,176 +2,934	+11%	+$110K	0.01%	820
2024 Q4	$979K	Sell	27,242 -8,946	-25%	-$349K	0.01%	930
2024 Q3	$1.29M	Sell	36,188 -3,474	-9%	-$118K	0.01%	823
2024 Q2	$1.25M	Sell	39,662 -782	-2%	-$26.4K	0.01%	804
2024 Q1	$1.56M	Buy	40,444 +8,722	+27%	+$308K	0.02%	718
2023 Q4	$1.03M	Sell	31,722 -7,132	-18%	-$215K	0.01%	850
2023 Q3	$1.06M	Sell	38,854 -626	-2%	-$17.8K	0.01%	784
2023 Q2	$1.16M	Buy	39,480 +11,780	+43%	+$322K	0.02%	782
2023 Q1	$747K	Sell	27,700 -594	-2%	-$15.2K	0.01%	934
2022 Q4	$669K	Sell	28,294 -2,868	-9%	-$70.1K	0.01%	942
2022 Q3	$717K	Buy	31,162 +17,812	+133%	+$449K	0.01%	848
2022 Q2	$333K	Sell	13,350 -4,424	-25%	-$119K	0.01%	1157
2022 Q1	$528K	Buy	+17,774	New	+$497K	0.01%	1044

Other funds holding FAST

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return