Atria Wealth Solutions’s Masco MAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,386	Closed	-$444K	–	1731
2025 Q1	$444K	Sell	6,386 -470	-7%	-$35.2K	0.01%	1255
2024 Q4	$498K	Sell	6,856 -182	-3%	-$14.6K	0.01%	1283
2024 Q3	$591K	Buy	7,038 +74	+1%	+$5.61K	0.01%	1158
2024 Q2	$464K	Sell	6,964 -5,835	-46%	-$411K	0.01%	1277
2024 Q1	$1.01M	Buy	12,799 +5,779	+82%	+$416K	0.01%	903
2023 Q4	$470K	Sell	7,020 -3,543	-34%	-$206K	0.01%	1243
2023 Q3	$565K	Buy	10,563 +41	+0.4%	+$2.36K	0.01%	1077
2023 Q2	$604K	Sell	10,522 -1,689	-14%	-$88.4K	0.01%	1064
2023 Q1	$607K	Buy	12,211 +5,486	+82%	+$283K	0.01%	1028
2022 Q4	$314K	Sell	6,725 -408	-6%	-$19.7K	0.01%	1336
2022 Q3	$333K	Buy	+7,133	New	+$371K	0.01%	1239
2022 Q2	–	Sell	-4,025	Closed	-$205K	–	1787
2022 Q1	$205K	Buy	+4,025	New	+$239K	﹤0.01%	1586

Other funds holding MAS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return