Atria Wealth Solutions’s Paramount Global Class B PARA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$677K	Sell	52,265 -2,582	-5%	-$30.2K	0.02%	794
2025 Q1	$659K	Sell	54,847 -27,269	-33%	-$305K	0.01%	1062
2024 Q4	$863K	Sell	82,116 -55,506	-40%	-$597K	0.01%	987
2024 Q3	$1.47M	Sell	137,622 -17,282	-11%	-$188K	0.02%	763
2024 Q2	$1.62M	Sell	154,904 -172	-0.1%	-$2.01K	0.02%	703
2024 Q1	$1.83M	Buy	155,076 +1,806	+1%	+$22.7K	0.02%	671
2023 Q4	$2.27M	Sell	153,270 -115	-0.1%	-$1.54K	0.03%	564
2023 Q3	$1.99M	Buy	153,385 +12,727	+9%	+$189K	0.03%	562
2023 Q2	$2.24M	Buy	140,658 +12,781	+10%	+$231K	0.03%	527
2023 Q1	$2.88M	Buy	127,877 +28,352	+28%	+$608K	0.04%	416
2022 Q4	$1.7M	Sell	99,525 -1,065	-1%	-$19.6K	0.03%	573
2022 Q3	$1.94M	Buy	100,590 +12,484	+14%	+$300K	0.03%	491
2022 Q2	$2.18M	Buy	88,106 +3,677	+4%	+$112K	0.04%	414
2022 Q1	$3.2M	Buy	+84,429	New	+$2.88M	0.05%	354

Other funds holding PARA

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

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

CGH

Contrarius Group Holdings Hamilton, Bermuda $2.17B AUM 134.87% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Paramount Global Class B (PARA) stake by 4.7% in Q2 2025, selling an estimated $30.2K and leaving 52,265 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #794.

Atria Wealth Solutions first reported a position in PARA in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.2M in Q1 2022. 568 funds tracked by Wall St. Rank hold PARA as of Q2 2025.

Atria Wealth Solutions held 52,265 shares of Paramount Global Class B worth $677K as of Q2 2025.
Atria Wealth Solutions sold 2,582 Paramount Global Class B shares in Q2 2025, an estimated $30.2K.
Paramount Global Class B made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #794 holding.
Atria Wealth Solutions first reported a position in Paramount Global Class B in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Paramount Global Class B position peaked at $3.2M in Q1 2022.
568 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2025.

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