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Atria Wealth Solutions’s Pacific Biosciences PACB Stock Holding History

Atria Wealth Solutions’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,218
Closed -$21.5K – 1774
2025
Q1 		$21.5K Buy
+18,218
New +$27.9K ﹤0.01% 1844
2024
Q4 		– Sell
-11,806
Closed -$20.1K – 2061
2024
Q3 		$20.1K Sell
11,806
-100
-0.8% -$164 ﹤0.01% 1905
2024
Q2 		$16.3K Buy
+11,906
New +$24K ﹤0.01% 1907

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Pacific Biosciences (PACB) in Q2 2025, closing a stake of 18,218 shares — an estimated $21.5K sold.

Atria Wealth Solutions first reported a position in PACB in Q2 2024 and held it in 3 quarters. The position peaked at $21.5K in Q1 2025. 207 funds tracked by Wall St. Rank hold PACB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Pacific Biosciences position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 18,218 Pacific Biosciences shares in Q2 2025, an estimated $21.5K.
  • Atria Wealth Solutions first reported a position in Pacific Biosciences in Q2 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's Pacific Biosciences position peaked at $21.5K in Q1 2025.
  • 207 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2025.

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