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 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

JP Morgan Chase

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

Massachusetts Financial Services

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

Geode Capital Management

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return