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Atria Wealth Solutions’s McKesson MCK Stock Holding History

Atria Wealth Solutions’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$866K Sell
1,185
-5,206
-81% -$3.67M 0.02% 701
2025
Q1 		$4.31M Sell
6,391
-2,244
-26% -$1.39M 0.05% 385
2024
Q4 		$4.93M Buy
8,635
+250
+3% +$140K 0.05% 353
2024
Q3 		$4.15M Sell
8,385
-516
-6% -$287K 0.05% 394
2024
Q2 		$5.2M Buy
8,901
+77
+0.9% +$42.9K 0.06% 331
2024
Q1 		$4.74M Buy
8,824
+1,536
+21% +$780K 0.05% 354
2023
Q4 		$3.38M Buy
7,288
+771
+12% +$351K 0.04% 424
2023
Q3 		$2.84M Sell
6,517
-763
-10% -$322K 0.04% 455
2023
Q2 		$3.11M Sell
7,280
-515
-7% -$198K 0.04% 430
2023
Q1 		$2.78M Buy
7,795
+1,326
+20% +$479K 0.04% 427
2022
Q4 		$2.43M Sell
6,469
-1,926
-23% -$718K 0.04% 444
2022
Q3 		$2.86M Buy
8,395
+4,121
+96% +$1.43M 0.05% 362
2022
Q2 		$1.4M Buy
4,274
+1,979
+86% +$633K 0.03% 566
2022
Q1 		$704K Buy
+2,295
New +$624K 0.01% 889

Other funds holding MCK

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Atria Wealth Solutions reduced its McKesson (MCK) stake by 81% in Q2 2025, selling an estimated $3.67M and leaving 1,185 shares worth $866K. The position accounts for 0.02% of the portfolio, ranked #701.

Atria Wealth Solutions first reported a position in MCK in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.2M in Q2 2024. 1,792 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Atria Wealth Solutions held 1,185 shares of McKesson worth $866K as of Q2 2025.
  • Atria Wealth Solutions sold 5,206 McKesson shares in Q2 2025, an estimated $3.67M.
  • McKesson made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #701 holding.
  • Atria Wealth Solutions first reported a position in McKesson in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's McKesson position peaked at $5.2M in Q2 2024.
  • 1,792 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

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