Atria Wealth Solutions’s Targa Resources TRGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,222	Closed	-$2.45M	–	1895
2025 Q1	$2.45M	Sell	12,222 -1,167	-9%	-$232K	0.03%	560
2024 Q4	$2.39M	Hold	13,389	–	–	0.03%	579
2024 Q3	$1.98M	Buy	13,389 +2,936	+28%	+$413K	0.02%	642
2024 Q2	$1.35M	Hold	10,453	–	–	0.01%	773
2024 Q1	$1.17M	Hold	10,453	–	–	0.01%	843
2023 Q4	$908K	Sell	10,453 -870	-8%	-$74.7K	0.01%	904
2023 Q3	$971K	Buy	11,323 +353	+3%	+$29.2K	0.01%	823
2023 Q2	$835K	Sell	10,970 -188	-2%	-$13.6K	0.01%	922
2023 Q1	$814K	Sell	11,158 -1,710	-13%	-$126K	0.01%	889
2022 Q4	$946K	Sell	12,868 -750	-6%	-$52.3K	0.02%	773
2022 Q3	$822K	Buy	13,618 +60	+0.4%	+$3.94K	0.01%	790
2022 Q2	$809K	Buy	13,558 +7,065	+109%	+$507K	0.02%	788
2022 Q1	$490K	Buy	+6,493	New	+$410K	0.01%	1082

Other funds holding TRGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Targa Resources (TRGP) in Q2 2025, closing a stake of 12,222 shares — an estimated $2.45M sold.

Atria Wealth Solutions first reported a position in TRGP in Q1 2022 and held it in 13 quarters. The position peaked at $2.45M in Q1 2025. 916 funds tracked by Wall St. Rank hold TRGP as of Q2 2025.

Atria Wealth Solutions reported no remaining Targa Resources position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 12,222 Targa Resources shares in Q2 2025, an estimated $2.45M.
Atria Wealth Solutions first reported a position in Targa Resources in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's Targa Resources position peaked at $2.45M in Q1 2025.
916 funds tracked by Wall St. Rank held Targa Resources as of Q2 2025.

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