Atria Wealth Solutions’s CarMax KMX Stock Holding History

Atria Wealth Solutions’s Portfolio KMX Stock Details KMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$280K	Sell	4,166 -6,861	-62%	-$461K	0.01%	1192
2025 Q1	$859K	Buy	11,027 +405	+4%	+$32.5K	0.01%	950
2024 Q4	$868K	Sell	10,622 -412	-4%	-$32.4K	0.01%	985
2024 Q3	$854K	Buy	11,034 +300	+3%	+$23.7K	0.01%	975
2024 Q2	$787K	Buy	10,734 +3,695	+52%	+$266K	0.01%	1008
2024 Q1	$613K	Buy	7,039 +4,073	+137%	+$308K	0.01%	1158
2023 Q4	$228K	Buy	+2,966	New	+$199K	﹤0.01%	1689

Other funds holding KMX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Atria Wealth Solutions reduced its CarMax (KMX) stake by 62% in Q2 2025, selling an estimated $461K and leaving 4,166 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #1192.

Atria Wealth Solutions first reported a position in KMX in Q4 2023 and has held it in 7 quarters since. The position peaked at $868K in Q4 2024. 732 funds tracked by Wall St. Rank hold KMX as of Q2 2025.

Atria Wealth Solutions held 4,166 shares of CarMax worth $280K as of Q2 2025.
Atria Wealth Solutions sold 6,861 CarMax shares in Q2 2025, an estimated $461K.
CarMax made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1192 holding.
Atria Wealth Solutions first reported a position in CarMax in Q4 2023 and has held it in 7 quarters since.
Atria Wealth Solutions's CarMax position peaked at $868K in Q4 2024.
732 funds tracked by Wall St. Rank held CarMax as of Q2 2025.

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