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Atria Wealth Solutions’s Snowflake SNOW Stock Holding History

Atria Wealth Solutions’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.46M Sell
11,064
-2,363
-18% -$427K 0.06% 364
2025
Q1 		$1.96M Buy
13,427
+447
+3% +$75.9K 0.02% 641
2024
Q4 		$2M Sell
12,980
-633
-5% -$89.1K 0.02% 641
2024
Q3 		$1.56M Sell
13,613
-2,244
-14% -$276K 0.02% 730
2024
Q2 		$2.14M Sell
15,857
-8,881
-36% -$1.31M 0.02% 602
2024
Q1 		$4M Buy
24,738
+10,523
+74% +$2.04M 0.05% 402
2023
Q4 		$2.83M Buy
14,215
+5,408
+61% +$914K 0.04% 489
2023
Q3 		$1.35M Sell
8,807
-180
-2% -$29.3K 0.02% 697
2023
Q2 		$1.58M Buy
8,987
+453
+5% +$73.6K 0.02% 660
2023
Q1 		$1.32M Buy
8,534
+1,145
+15% +$168K 0.02% 700
2022
Q4 		$1.06M Buy
7,389
+1,256
+20% +$192K 0.02% 720
2022
Q3 		$1.04M Buy
6,133
+4,578
+294% +$758K 0.02% 700
2022
Q2 		$216K Sell
1,555
-366
-19% -$58K ﹤0.01% 1413
2022
Q1 		$440K Buy
+1,921
New +$497K 0.01% 1136

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Snowflake (SNOW) stake by 18% in Q2 2025, selling an estimated $427K and leaving 11,064 shares worth $2.46M. The position accounts for 0.06% of the portfolio, ranked #364.

Atria Wealth Solutions first reported a position in SNOW in Q1 2022 and has held it in 14 quarters since. The position peaked at $4M in Q1 2024. 1,300 funds tracked by Wall St. Rank hold SNOW as of Q2 2025.

  • Atria Wealth Solutions held 11,064 shares of Snowflake worth $2.46M as of Q2 2025.
  • Atria Wealth Solutions sold 2,363 Snowflake shares in Q2 2025, an estimated $427K.
  • Snowflake made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #364 holding.
  • Atria Wealth Solutions first reported a position in Snowflake in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Snowflake position peaked at $4M in Q1 2024.
  • 1,300 funds tracked by Wall St. Rank held Snowflake as of Q2 2025.

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