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Atria Wealth Solutions’s Runway Growth Finance RWAY Stock Holding History

Atria Wealth Solutions’s Portfolio RWAY Stock Details RWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40,100
Closed -$415K – 1837
2025
Q1 		$415K Sell
40,100
-34,732
-46% -$389K 0.01% 1286
2024
Q4 		$820K Buy
74,832
+26,093
+54% +$273K 0.01% 1012
2024
Q3 		$502K Sell
48,739
-8,993
-16% -$98.7K 0.01% 1243
2024
Q2 		$679K Buy
57,732
+7,679
+15% +$93.3K 0.01% 1072
2024
Q1 		$607K Buy
50,053
+25,805
+106% +$333K 0.01% 1165
2023
Q4 		$306K Buy
+24,248
New +$303K ﹤0.01% 1486

Other funds holding RWAY

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
AFA
Allium Financial Advisors Lake Oswego, Oregon $153M AUM 28.43% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Runway Growth Finance (RWAY) in Q2 2025, closing a stake of 40,100 shares — an estimated $415K sold.

Atria Wealth Solutions first reported a position in RWAY in Q4 2023 and held it in 6 quarters. The position peaked at $820K in Q4 2024. 78 funds tracked by Wall St. Rank hold RWAY as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Runway Growth Finance position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 40,100 Runway Growth Finance shares in Q2 2025, an estimated $415K.
  • Atria Wealth Solutions first reported a position in Runway Growth Finance in Q4 2023 and held it in 6 quarters.
  • Atria Wealth Solutions's Runway Growth Finance position peaked at $820K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Runway Growth Finance as of Q2 2025.

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