Atticus Wealth Management’s BILL Holdings BILL Stock Holding History

Atticus Wealth Management’s Portfolio BILL Stock Details BILL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-24	Closed	-$1.11K	–	248
2025 Q2	$1.11K	Hold	24	–	–	﹤0.01%	595
2025 Q1	$1.1K	Hold	24	–	–	﹤0.01%	465
2024 Q4	$2.03K	Hold	24	–	–	﹤0.01%	468
2024 Q3	$1.27K	Hold	24	–	–	﹤0.01%	476
2024 Q2	$1.26K	Hold	24	–	–	﹤0.01%	482
2024 Q1	$1.65K	Hold	24	–	–	﹤0.01%	485
2023 Q4	$1.96K	Hold	24	–	–	﹤0.01%	486
2023 Q3	$2.61K	Hold	24	–	–	﹤0.01%	483
2023 Q2	$2.81K	Hold	24	–	–	﹤0.01%	473
2023 Q1	$1.95K	Hold	24	–	–	﹤0.01%	476
2022 Q4	$2.62K	Sell	24 -4	-14%	-$480	﹤0.01%	451
2022 Q3	$3K	Hold	28	–	–	﹤0.01%	462
2022 Q2	$3K	Hold	28	–	–	﹤0.01%	494
2022 Q1	$6K	Buy	28 +24	+600%	+$5K	﹤0.01%	447
2021 Q4	$1K	Sell	4 -393	-99%	-$111K	﹤0.01%	420
2021 Q3	$106K	Buy	+397	New	+$91.6K	0.05%	159

Other funds holding BILL

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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Atticus Wealth Management's BILL Position: Q3 2025 in Review

Atticus Wealth Management sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 24 shares — an estimated $1.11K sold.

Atticus Wealth Management first reported a position in BILL in Q3 2021 and held it in 16 quarters. The position peaked at $106K in Q3 2021. 364 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

Atticus Wealth Management reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 24 BILL Holdings shares in Q3 2025, an estimated $1.11K.
Atticus Wealth Management first reported a position in BILL Holdings in Q3 2021 and held it in 16 quarters.
Atticus Wealth Management's BILL Holdings position peaked at $106K in Q3 2021.
364 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.