Atria Wealth Solutions’s Republic Services RSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Sell	5,417 -18,101	-77%	-$4.47M	0.03%	540
2025 Q1	$5.7M	Sell	23,518 -940	-4%	-$211K	0.07%	298
2024 Q4	$4.92M	Buy	24,458 +3,501	+17%	+$725K	0.05%	354
2024 Q3	$4.21M	Buy	20,957 +1,481	+8%	+$298K	0.05%	391
2024 Q2	$3.78M	Buy	19,476 +495	+3%	+$93.4K	0.04%	409
2024 Q1	$3.63M	Buy	18,981 +1,424	+8%	+$253K	0.04%	430
2023 Q4	$2.9M	Buy	17,557 +1,680	+11%	+$261K	0.04%	475
2023 Q3	$2.27M	Buy	15,877 +2,016	+15%	+$299K	0.03%	517
2023 Q2	$2.13M	Buy	13,861 +3,724	+37%	+$533K	0.03%	545
2023 Q1	$1.38M	Buy	10,137 +2,915	+40%	+$372K	0.02%	689
2022 Q4	$934K	Buy	7,222 +3,491	+94%	+$466K	0.02%	782
2022 Q3	$508K	Buy	3,731 +1,829	+96%	+$256K	0.01%	1009
2022 Q2	$249K	Buy	1,902 +181	+11%	+$23.8K	0.01%	1318
2022 Q1	$228K	Buy	+1,721	New	+$219K	﹤0.01%	1495

Other funds holding RSG

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

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

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