AWS
XYZ

Atria Wealth Solutions’s Block Inc XYZ Stock Holding History

Atria Wealth Solutions’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$384K Sell
5,552
-9,607
-63% -$559K 0.01% 1046
2025
Q1 		$824K Sell
15,159
-1,401
-8% -$105K 0.01% 958
2024
Q4 		$1.41M Sell
16,560
-5,241
-24% -$430K 0.02% 788
2024
Q3 		$1.46M Buy
21,801
+22
+0.1% +$1.42K 0.02% 765
2024
Q2 		$1.4M Buy
21,779
+5,536
+34% +$387K 0.02% 759
2024
Q1 		$1.37M Sell
16,243
-477
-3% -$34.5K 0.02% 772
2023
Q4 		$1.29M Buy
16,720
+1,897
+13% +$107K 0.02% 763
2023
Q3 		$656K Sell
14,823
-4,844
-25% -$300K 0.01% 1008
2023
Q2 		$1.31M Sell
19,667
-1,772
-8% -$111K 0.02% 730
2023
Q1 		$1.47M Sell
21,439
-1,207
-5% -$90.3K 0.02% 654
2022
Q4 		$1.42M Sell
22,646
-993
-4% -$61.3K 0.02% 622
2022
Q3 		$1.3M Buy
23,639
+14,481
+158% +$1.03M 0.02% 629
2022
Q2 		$563K Sell
9,158
-13,646
-60% -$1.25M 0.01% 910
2022
Q1 		$3.09M Buy
+22,804
New +$2.76M 0.05% 360

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Block Inc (XYZ) stake by 63% in Q2 2025, selling an estimated $559K and leaving 5,552 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #1046.

Atria Wealth Solutions first reported a position in XYZ in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.09M in Q1 2022. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Atria Wealth Solutions held 5,552 shares of Block Inc worth $384K as of Q2 2025.
  • Atria Wealth Solutions sold 9,607 Block Inc shares in Q2 2025, an estimated $559K.
  • Block Inc made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1046 holding.
  • Atria Wealth Solutions first reported a position in Block Inc in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Block Inc position peaked at $3.09M in Q1 2022.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

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