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Atria Wealth Solutions’s Goldman Sachs GS Stock Holding History

Atria Wealth Solutions’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.59M Sell
6,474
-7,655
-54% -$4.44M 0.1% 230
2025
Q1 		$7.72M Sell
14,129
-3,219
-19% -$1.94M 0.09% 226
2024
Q4 		$9.93M Buy
17,348
+1,347
+8% +$751K 0.11% 193
2024
Q3 		$7.92M Buy
16,001
+916
+6% +$448K 0.09% 242
2024
Q2 		$6.82M Buy
15,085
+2,134
+16% +$936K 0.08% 264
2024
Q1 		$5.41M Buy
12,951
+947
+8% +$367K 0.06% 316
2023
Q4 		$4.63M Buy
12,004
+788
+7% +$263K 0.06% 337
2023
Q3 		$3.63M Sell
11,216
-597
-5% -$199K 0.05% 376
2023
Q2 		$3.81M Buy
11,813
+161
+1% +$52.9K 0.05% 365
2023
Q1 		$3.81M Sell
11,652
-1,497
-11% -$521K 0.06% 336
2022
Q4 		$4.52M Buy
13,149
+644
+5% +$224K 0.07% 273
2022
Q3 		$3.66M Sell
12,505
-923
-7% -$299K 0.06% 302
2022
Q2 		$3.99M Buy
13,428
+3,505
+35% +$1.09M 0.07% 272
2022
Q1 		$3.27M Buy
+9,923
New +$3.5M 0.05% 345

Other funds holding GS

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Goldman Sachs (GS) stake by 54% in Q2 2025, selling an estimated $4.44M and leaving 6,474 shares worth $4.59M. The position accounts for 0.1% of the portfolio, ranked #230.

Atria Wealth Solutions first reported a position in GS in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.93M in Q4 2024. 2,605 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Atria Wealth Solutions held 6,474 shares of Goldman Sachs worth $4.59M as of Q2 2025.
  • Atria Wealth Solutions sold 7,655 Goldman Sachs shares in Q2 2025, an estimated $4.44M.
  • Goldman Sachs made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #230 holding.
  • Atria Wealth Solutions first reported a position in Goldman Sachs in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Goldman Sachs position peaked at $9.93M in Q4 2024.
  • 2,605 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

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