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Atria Wealth Solutions’s KKR & Co KKR Stock Holding History

Atria Wealth Solutions’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$348K Sell
2,618
-55,263
-95% -$6.47M 0.01% 1082
2025
Q1 		$6.69M Sell
57,881
-1,745
-3% -$240K 0.08% 260
2024
Q4 		$8.82M Buy
59,626
+64
+0.1% +$9.39K 0.1% 212
2024
Q3 		$7.78M Sell
59,562
-45,705
-43% -$5.41M 0.08% 248
2024
Q2 		$11.1M Sell
105,267
-15,917
-13% -$1.62M 0.12% 174
2024
Q1 		$12.2M Sell
121,184
-2,773
-2% -$255K 0.14% 162
2023
Q4 		$10.3M Sell
123,957
-3,912
-3% -$265K 0.13% 165
2023
Q3 		$7.88M Sell
127,869
-1,874
-1% -$114K 0.11% 190
2023
Q2 		$7.27M Sell
129,743
-8,451
-6% -$443K 0.1% 201
2023
Q1 		$7.26M Buy
138,194
+1,374
+1% +$73.7K 0.11% 186
2022
Q4 		$6.35M Buy
136,820
+487
+0.4% +$23.7K 0.1% 213
2022
Q3 		$5.86M Sell
136,333
-164
-0.1% -$8.29K 0.1% 202
2022
Q2 		$6.32M Buy
136,497
+7,789
+6% +$409K 0.12% 191
2022
Q1 		$7.53M Buy
+128,708
New +$8.1M 0.13% 174

Other funds holding KKR

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Atria Wealth Solutions reduced its KKR & Co (KKR) stake by 95% in Q2 2025, selling an estimated $6.47M and leaving 2,618 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #1082.

Atria Wealth Solutions first reported a position in KKR in Q1 2022 and has held it in 14 quarters since. The position peaked at $12.2M in Q1 2024. 1,335 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Atria Wealth Solutions held 2,618 shares of KKR & Co worth $348K as of Q2 2025.
  • Atria Wealth Solutions sold 55,263 KKR & Co shares in Q2 2025, an estimated $6.47M.
  • KKR & Co made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1082 holding.
  • Atria Wealth Solutions first reported a position in KKR & Co in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's KKR & Co position peaked at $12.2M in Q1 2024.
  • 1,335 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

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