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Atria Wealth Solutions’s MSCI MSCI Stock Holding History

Atria Wealth Solutions’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-567
Closed -$321K – 1740
2025
Q1 		$321K Sell
567
-385
-40% -$224K ﹤0.01% 1435
2024
Q4 		$571K Sell
952
-20
-2% -$12K 0.01% 1202
2024
Q3 		$567K Sell
972
-1,471
-60% -$798K 0.01% 1185
2024
Q2 		$1.18M Buy
2,443
+533
+28% +$264K 0.01% 823
2024
Q1 		$1.07M Sell
1,910
-275
-13% -$155K 0.01% 878
2023
Q4 		$1.24M Sell
2,185
-96
-4% -$49.6K 0.02% 782
2023
Q3 		$1.17M Sell
2,281
-191
-8% -$100K 0.02% 743
2023
Q2 		$1.16M Sell
2,472
-319
-11% -$156K 0.02% 785
2023
Q1 		$1.56M Buy
2,791
+2,128
+321% +$1.13M 0.02% 631
2022
Q4 		$309K Buy
663
+11
+2% +$5.12K ﹤0.01% 1347
2022
Q3 		$275K Sell
652
-616
-49% -$282K ﹤0.01% 1352
2022
Q2 		$523K Sell
1,268
-954
-43% -$415K 0.01% 953
2022
Q1 		$1.12M Buy
+2,222
New +$1.15M 0.02% 685

Other funds holding MSCI

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Atria Wealth Solutions sold out of MSCI (MSCI) in Q2 2025, closing a stake of 567 shares — an estimated $321K sold.

Atria Wealth Solutions first reported a position in MSCI in Q1 2022 and held it in 13 quarters. The position peaked at $1.56M in Q1 2023. 1,087 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 567 MSCI shares in Q2 2025, an estimated $321K.
  • Atria Wealth Solutions first reported a position in MSCI in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's MSCI position peaked at $1.56M in Q1 2023.
  • 1,087 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

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