Atria Wealth Solutions’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$242K	Buy	+7,954	New	+$225K	0.01%	1273
2025 Q1	–	Sell	-6,466	Closed	-$228K	–	2067
2024 Q4	$228K	Sell	6,466 -65	-1%	-$2.17K	﹤0.01%	1739
2024 Q3	$219K	Sell	6,531 -314	-5%	-$10.2K	﹤0.01%	1730
2024 Q2	$228K	Buy	6,845 +247	+4%	+$7.87K	﹤0.01%	1677
2024 Q1	$210K	Sell	6,598 -4,867	-42%	-$157K	﹤0.01%	1797
2023 Q4	$365K	Sell	11,465 -985	-8%	-$28.4K	﹤0.01%	1367
2023 Q3	$339K	Buy	+12,450	New	+$367K	﹤0.01%	1339
2022 Q2	–	Sell	-6,991	Closed	-$224K	–	1876
2022 Q1	$224K	Buy	+6,991	New	+$228K	﹤0.01%	1511

Other funds holding STK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

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

Atria Wealth Solutions opened a new position in Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2025: 7,954 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #1273 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in STK as recently as Q4 2024.

Atria Wealth Solutions first reported a position in STK in Q1 2022 and has held it in 8 quarters since. The position peaked at $365K in Q4 2023. 60 funds tracked by Wall St. Rank hold STK as of Q2 2025.

Atria Wealth Solutions held 7,954 shares of Columbia Seligman Premium Technology Growth Fund worth $242K as of Q2 2025.
Columbia Seligman Premium Technology Growth Fund was a new Atria Wealth Solutions position in Q2 2025.
Columbia Seligman Premium Technology Growth Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1273 holding.
Atria Wealth Solutions first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2022 and has held it in 8 quarters since.
Atria Wealth Solutions's Columbia Seligman Premium Technology Growth Fund position peaked at $365K in Q4 2023.
60 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2025.

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