Atria Wealth Solutions’s Textron TXT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,200	Closed	-$303K	–	1901
2025 Q1	$303K	Sell	4,200 -2	-0%	-$150	﹤0.01%	1457
2024 Q4	$321K	Sell	4,202 -20	-0.5%	-$1.68K	﹤0.01%	1505
2024 Q3	$374K	Sell	4,222 -302	-7%	-$26.6K	﹤0.01%	1387
2024 Q2	$388K	Sell	4,524 -8,374	-65%	-$745K	﹤0.01%	1358
2024 Q1	$1.24M	Buy	12,898 +4,217	+49%	+$365K	0.01%	819
2023 Q4	$698K	Buy	8,681 +806	+10%	+$62.5K	0.01%	1037
2023 Q3	$615K	Buy	7,875 +194	+3%	+$14.5K	0.01%	1035
2023 Q2	$519K	Sell	7,681 -279	-4%	-$18.4K	0.01%	1140
2023 Q1	$562K	Buy	7,960 +93	+1%	+$6.63K	0.01%	1064
2022 Q4	$557K	Hold	7,867	–	–	0.01%	1023
2022 Q3	$458K	Buy	7,867 +211	+3%	+$13.4K	0.01%	1069
2022 Q2	$467K	Sell	7,656 -2,397	-24%	-$157K	0.01%	1001
2022 Q1	$747K	Buy	+10,053	New	+$726K	0.01%	851

Other funds holding TXT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return