AWS
FDS icon

Atria Wealth Solutions’s Factset FDS Stock Holding History

Atria Wealth Solutions’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$568K Sell
1,269
-11
-0.9% -$4.82K 0.01% 858
2025
Q1 		$582K Buy
+1,280
New +$583K 0.01% 1132
2024
Q3 		– Sell
-544
Closed -$222K – 1967
2024
Q2 		$222K Sell
544
-167
-23% -$71K ﹤0.01% 1699
2024
Q1 		$323K Sell
711
-55
-7% -$25.6K ﹤0.01% 1512
2023
Q4 		$365K Sell
766
-45
-6% -$20.3K ﹤0.01% 1366
2023
Q3 		$354K Sell
811
-128
-14% -$54.5K 0.01% 1306
2023
Q2 		$376K Buy
+939
New +$379K 0.01% 1306

Other funds holding FDS

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Factset (FDS) stake by 0.86% in Q2 2025, selling an estimated $4.82K and leaving 1,269 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #858.

Atria Wealth Solutions first reported a position in FDS in Q2 2023 and has held it in 7 quarters since. The position peaked at $582K in Q1 2025. 836 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

  • Atria Wealth Solutions held 1,269 shares of Factset worth $568K as of Q2 2025.
  • Atria Wealth Solutions sold 11 Factset shares in Q2 2025, an estimated $4.82K.
  • Factset made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #858 holding.
  • Atria Wealth Solutions first reported a position in Factset in Q2 2023 and has held it in 7 quarters since.
  • Atria Wealth Solutions's Factset position peaked at $582K in Q1 2025.
  • 836 funds tracked by Wall St. Rank held Factset as of Q2 2025.

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