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Atria Wealth Solutions’s FMC FMC Stock Holding History

Atria Wealth Solutions’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$223K Sell
5,292
-250
-5% -$9.93K 0.01% 1324
2025
Q1 		$236K Buy
+5,542
New +$246K ﹤0.01% 1619
2024
Q1 		– Sell
-6,515
Closed -$414K – 1997
2023
Q4 		$414K Buy
6,515
+744
+13% +$43.1K 0.01% 1311
2023
Q3 		$390K Buy
5,771
+1,905
+49% +$165K 0.01% 1260
2023
Q2 		$406K Buy
3,866
+1,380
+56% +$155K 0.01% 1261
2023
Q1 		$305K Buy
2,486
+443
+22% +$55.8K ﹤0.01% 1398
2022
Q4 		$256K Sell
2,043
-315
-13% -$38.6K ﹤0.01% 1451
2022
Q3 		$250K Buy
2,358
+284
+14% +$30.7K ﹤0.01% 1414
2022
Q2 		$223K Buy
2,074
+329
+19% +$40.2K ﹤0.01% 1389
2022
Q1 		$231K Buy
+1,745
New +$205K ﹤0.01% 1483

Other funds holding FMC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Atria Wealth Solutions reduced its FMC (FMC) stake by 4.5% in Q2 2025, selling an estimated $9.93K and leaving 5,292 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #1324.

Atria Wealth Solutions first reported a position in FMC in Q1 2022 and has held it in 10 quarters since. The position peaked at $414K in Q4 2023. 503 funds tracked by Wall St. Rank hold FMC as of Q2 2025.

  • Atria Wealth Solutions held 5,292 shares of FMC worth $223K as of Q2 2025.
  • Atria Wealth Solutions sold 250 FMC shares in Q2 2025, an estimated $9.93K.
  • FMC made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1324 holding.
  • Atria Wealth Solutions first reported a position in FMC in Q1 2022 and has held it in 10 quarters since.
  • Atria Wealth Solutions's FMC position peaked at $414K in Q4 2023.
  • 503 funds tracked by Wall St. Rank held FMC as of Q2 2025.

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