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
Q1 		– Sell
-6,400
Closed -$544K – 2117
2024
Q4 		$544K Buy
+6,400
New +$525K 0.01% 1231

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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. 987 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.
  • 987 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.