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Atria Wealth Solutions’s Visa V Stock Holding History

Atria Wealth Solutions’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$17.4M Sell
49,025
-45,819
-48% -$16M 0.39% 49
2025
Q1 		$33.2M Sell
94,844
-2,531
-3% -$856K 0.4% 43
2024
Q4 		$30.8M Sell
97,375
-6,077
-6% -$1.83M 0.34% 57
2024
Q3 		$28.4M Sell
103,452
-9,583
-8% -$2.59M 0.31% 61
2024
Q2 		$29.7M Sell
113,035
-5,607
-5% -$1.54M 0.33% 50
2024
Q1 		$33.1M Buy
118,642
+2,208
+2% +$610K 0.37% 44
2023
Q4 		$30.3M Buy
116,434
+3,587
+3% +$884K 0.38% 44
2023
Q3 		$26M Buy
112,847
+3,240
+3% +$779K 0.36% 54
2023
Q2 		$26M Buy
109,607
+1,564
+1% +$358K 0.36% 50
2023
Q1 		$24.4M Buy
108,043
+1,137
+1% +$253K 0.36% 56
2022
Q4 		$22.2M Buy
106,906
+196
+0.2% +$39.5K 0.36% 63
2022
Q3 		$19M Sell
106,710
-5,983
-5% -$1.22M 0.33% 70
2022
Q2 		$22.2M Buy
112,693
+17,069
+18% +$3.53M 0.42% 48
2022
Q1 		$21.2M Buy
+95,624
New +$20.7M 0.35% 52

Other funds holding V

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Visa (V) stake by 48% in Q2 2025, selling an estimated $16M and leaving 49,025 shares worth $17.4M. The position accounts for 0.39% of the portfolio, ranked #49.

Atria Wealth Solutions first reported a position in V in Q1 2022 and has held it in 14 quarters since. The position peaked at $33.2M in Q1 2025. 4,348 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Atria Wealth Solutions held 49,025 shares of Visa worth $17.4M as of Q2 2025.
  • Atria Wealth Solutions sold 45,819 Visa shares in Q2 2025, an estimated $16M.
  • Visa made up 0.39% of Atria Wealth Solutions's portfolio in Q2 2025, its #49 holding.
  • Atria Wealth Solutions first reported a position in Visa in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Visa position peaked at $33.2M in Q1 2025.
  • 4,348 funds tracked by Wall St. Rank held Visa as of Q2 2025.

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