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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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vulcan Materials (VMC) stake by 48% in Q2 2025, selling an estimated $478K and leaving 2,013 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #892.

Atria Wealth Solutions first reported a position in VMC in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.01M in Q1 2024. 961 funds tracked by Wall St. Rank hold VMC as of Q2 2025.

  • Atria Wealth Solutions held 2,013 shares of Vulcan Materials worth $526K as of Q2 2025.
  • Atria Wealth Solutions sold 1,857 Vulcan Materials shares in Q2 2025, an estimated $478K.
  • Vulcan Materials made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #892 holding.
  • Atria Wealth Solutions first reported a position in Vulcan Materials in Q4 2022 and has held it in 11 quarters since.
  • Atria Wealth Solutions's Vulcan Materials position peaked at $1.01M in Q1 2024.
  • 961 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2025.

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