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Atria Wealth Solutions’s Vulcan Materials VMC Stock Holding History

Atria Wealth Solutions’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$526K Sell
2,013
-1,857
-48% -$478K 0.01% 892
2025
Q1 		$903K Buy
3,870
+281
+8% +$71.4K 0.01% 929
2024
Q4 		$923K Sell
3,589
-5
-0.1% -$1.34K 0.01% 951
2024
Q3 		$900K Buy
3,594
+195
+6% +$48.4K 0.01% 949
2024
Q2 		$845K Sell
3,399
-291
-8% -$75.2K 0.01% 967
2024
Q1 		$1.01M Buy
3,690
+116
+3% +$28.6K 0.01% 907
2023
Q4 		$811K Buy
3,574
+163
+5% +$34.5K 0.01% 957
2023
Q3 		$689K Buy
3,411
+83
+2% +$18.1K 0.01% 986
2023
Q2 		$750K Buy
3,328
+2,146
+182% +$411K 0.01% 977
2023
Q1 		$203K Buy
1,182
+8
+0.7% +$1.42K ﹤0.01% 1670
2022
Q4 		$206K Buy
+1,174
New +$201K ﹤0.01% 1598

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return