AWS
V icon

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
2023
Q4 		– Sell
-1,000
Closed -$230K – 2027
2023
Q3 		$230K Buy
+1,000
New +$240K ﹤0.01% 1599

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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. 4,341 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.
  • 4,341 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.