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Atria Wealth Solutions’s Tyler Technologies TYL Stock Holding History

Atria Wealth Solutions’s Portfolio TYL Stock Details TYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$842K Sell
1,421
-808
-36% -$458K 0.02% 711
2025
Q1 		$1.3M Buy
2,229
+251
+13% +$149K 0.02% 790
2024
Q4 		$1.14M Sell
1,978
-21
-1% -$12.7K 0.01% 881
2024
Q3 		$1.17M Sell
1,999
-165
-8% -$92.9K 0.01% 854
2024
Q2 		$1.09M Sell
2,164
-150
-6% -$69.1K 0.01% 861
2024
Q1 		$984K Sell
2,314
-1,924
-45% -$822K 0.01% 918
2023
Q4 		$1.77M Sell
4,238
-277
-6% -$111K 0.02% 644
2023
Q3 		$1.74M Buy
4,515
+633
+16% +$249K 0.02% 609
2023
Q2 		$1.62M Sell
3,882
-39
-1% -$15K 0.02% 649
2023
Q1 		$1.39M Buy
3,921
+75
+2% +$24.4K 0.02% 683
2022
Q4 		$1.24M Sell
3,846
-183
-5% -$59.8K 0.02% 665
2022
Q3 		$1.4M Buy
4,029
+3,097
+332% +$1.15M 0.02% 604
2022
Q2 		$310K Sell
932
-2,345
-72% -$859K 0.01% 1197
2022
Q1 		$1.46M Buy
+3,277
New +$1.47M 0.02% 583

Other funds holding TYL

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Tyler Technologies (TYL) stake by 36% in Q2 2025, selling an estimated $458K and leaving 1,421 shares worth $842K. The position accounts for 0.02% of the portfolio, ranked #711.

Atria Wealth Solutions first reported a position in TYL in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.77M in Q4 2023. 842 funds tracked by Wall St. Rank hold TYL as of Q2 2025.

  • Atria Wealth Solutions held 1,421 shares of Tyler Technologies worth $842K as of Q2 2025.
  • Atria Wealth Solutions sold 808 Tyler Technologies shares in Q2 2025, an estimated $458K.
  • Tyler Technologies made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #711 holding.
  • Atria Wealth Solutions first reported a position in Tyler Technologies in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Tyler Technologies position peaked at $1.77M in Q4 2023.
  • 842 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2025.

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