Atria Wealth Solutions’s Valvoline VVV Stock Holding History

Atria Wealth Solutions’s Portfolio VVV Stock Details VVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$347K	Sell	9,164 -273	-3%	-$9.54K	0.01%	1084
2025 Q1	$329K	Sell	9,437 -553	-6%	-$20.2K	﹤0.01%	1421
2024 Q4	$361K	Sell	9,990 -19	-0.2%	-$760	﹤0.01%	1433
2024 Q3	$419K	Sell	10,009 -4,940	-33%	-$210K	﹤0.01%	1326
2024 Q2	$646K	Sell	14,949 -3,401	-19%	-$143K	0.01%	1107
2024 Q1	$818K	Sell	18,350 -392	-2%	-$15.6K	0.01%	1004
2023 Q4	$704K	Buy	18,742 +6,337	+51%	+$212K	0.01%	1033
2023 Q3	$400K	Sell	12,405 -298	-2%	-$10.5K	0.01%	1244
2023 Q2	$476K	Buy	12,703 +532	+4%	+$19.3K	0.01%	1184
2023 Q1	$425K	Buy	12,171 +65	+0.5%	+$2.26K	0.01%	1221
2022 Q4	$395K	Sell	12,106 -584	-5%	-$17.7K	0.01%	1203
2022 Q3	$322K	Sell	12,690 -122	-1%	-$3.57K	0.01%	1257
2022 Q2	$369K	Hold	12,812	–	–	0.01%	1117
2022 Q1	$404K	Buy	+12,812	New	+$419K	0.01%	1178

Other funds holding VVV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

ACM

Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Valvoline (VVV) stake by 2.9% in Q2 2025, selling an estimated $9.54K and leaving 9,164 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #1084.

Atria Wealth Solutions first reported a position in VVV in Q1 2022 and has held it in 14 quarters since. The position peaked at $818K in Q1 2024. 411 funds tracked by Wall St. Rank hold VVV as of Q2 2025.

Atria Wealth Solutions held 9,164 shares of Valvoline worth $347K as of Q2 2025.
Atria Wealth Solutions sold 273 Valvoline shares in Q2 2025, an estimated $9.54K.
Valvoline made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1084 holding.
Atria Wealth Solutions first reported a position in Valvoline in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Valvoline position peaked at $818K in Q1 2024.
411 funds tracked by Wall St. Rank held Valvoline as of Q2 2025.

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