Atria Wealth Solutions’s Phunware PHUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,000	Closed	-$29.5K	–	1790
2025 Q1	$29.5K	Buy	+10,000	New	+$38.4K	﹤0.01%	1835

Other funds holding PHUN

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Phunware (PHUN) in Q2 2025, closing a stake of 10,000 shares — an estimated $29.5K sold.

Atria Wealth Solutions first reported a position in PHUN in Q1 2025 and held it in 1 quarter. The position peaked at $29.5K in Q1 2025. 27 funds tracked by Wall St. Rank hold PHUN as of Q2 2025.

Atria Wealth Solutions reported no remaining Phunware position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 10,000 Phunware shares in Q2 2025, an estimated $29.5K.
Atria Wealth Solutions first reported a position in Phunware in Q1 2025 and held it in 1 quarter.
Atria Wealth Solutions's Phunware position peaked at $29.5K in Q1 2025.
27 funds tracked by Wall St. Rank held Phunware as of Q2 2025.

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