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Atria Wealth Solutions’s Stoneridge SRI Stock Holding History

Atria Wealth Solutions’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,009
Closed -$96.4K – 1868
2025
Q1 		$96.4K Hold
21,009
– – ﹤0.01% 1794
2024
Q4 		$132K Hold
21,009
– – ﹤0.01% 1879
2024
Q3 		$235K Hold
21,009
– – ﹤0.01% 1675
2024
Q2 		$335K Hold
21,009
– – ﹤0.01% 1447
2024
Q1 		$387K Buy
+21,009
New +$373K ﹤0.01% 1386

Other funds holding SRI

2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Stoneridge (SRI) in Q2 2025, closing a stake of 21,009 shares — an estimated $96.4K sold.

Atria Wealth Solutions first reported a position in SRI in Q1 2024 and held it in 5 quarters. The position peaked at $387K in Q1 2024. 128 funds tracked by Wall St. Rank hold SRI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Stoneridge position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 21,009 Stoneridge shares in Q2 2025, an estimated $96.4K.
  • Atria Wealth Solutions first reported a position in Stoneridge in Q1 2024 and held it in 5 quarters.
  • Atria Wealth Solutions's Stoneridge position peaked at $387K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Stoneridge as of Q2 2025.

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