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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

AAPL holding history

Apple Inc. in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2025 holdings

Shares (Q2 2025)
346,234
Value
$72.0M
% of portfolio
1.6%
Quarters held
14
Since Q1 2022
Holdings of AAPL by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2025346,234$72.0M1.6%−519,637−60.0%ReducedHolders
Q1 2025865,871$192.3M2.3%−170,024−16.4%ReducedHolders
Q4 20241,035,895$259.4M2.8%−109,219−9.5%ReducedHolders
Q3 20241,145,114$266.8M2.9%−133,108−10.4%ReducedHolders
Q2 20241,278,222$269.2M3.0%−79,756−5.9%ReducedHolders
Q1 20241,357,978$232.9M2.6%−8,466−0.6%ReducedHolders
Q4 20231,366,444$263.1M3.3%−11,283−0.8%ReducedHolders
Q3 20231,377,727$235.9M3.3%−36,224−2.6%ReducedHolders
Q2 20231,413,951$274.3M3.7%−6,220−0.4%ReducedHolders
Q1 20231,420,171$234.2M3.5%−14,010−1.0%ReducedHolders
Q4 20221,434,181$186.4M3.0%−20,371−1.4%ReducedHolders
Q3 20221,454,552$201.0M3.5%+907,513+165.9%AddedHolders
Q2 2022547,039$74.5M1.5%−632,618−53.6%ReducedHolders
Q1 20221,179,657$206.0M3.4%–No prior filingHolders