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Atria Wealth Solutions’s Jones Lang LaSalle JLL Stock Holding History

Atria Wealth Solutions’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-931
Closed -$231K – 1706
2025
Q1 		$231K Buy
+931
New +$245K ﹤0.01% 1635
2023
Q1 		– Sell
-2,079
Closed -$331K – 1915
2022
Q4 		$331K Buy
2,079
+53
+3% +$8.45K 0.01% 1304
2022
Q3 		$306K Buy
2,026
+131
+7% +$22.8K 0.01% 1289
2022
Q2 		$331K Buy
1,895
+114
+6% +$22.7K 0.01% 1162
2022
Q1 		$426K Buy
+1,781
New +$434K 0.01% 1154

Other funds holding JLL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Jones Lang LaSalle (JLL) in Q2 2025, closing a stake of 931 shares — an estimated $231K sold.

Atria Wealth Solutions first reported a position in JLL in Q1 2022 and held it in 5 quarters. The position peaked at $426K in Q1 2022. 544 funds tracked by Wall St. Rank hold JLL as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Jones Lang LaSalle position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 931 Jones Lang LaSalle shares in Q2 2025, an estimated $231K.
  • Atria Wealth Solutions first reported a position in Jones Lang LaSalle in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Jones Lang LaSalle position peaked at $426K in Q1 2022.
  • 544 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2025.

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