Atria Investments, Inc SHDG — ADVISOR MANAGED PORTFOLIOS

Ownership history in Atria Investments, Inc  ·  8 quarters on record

AI Ownership Summary

Atria Investments, Inc reported ADVISOR MANAGED PORTFOLIOS (SHDG) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows SHDG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in ADVISOR MANAGED PORTFOLIOS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SHDG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHDG stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held SHDG — position size vs. price
% of Fund (quarterly)    SHDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 16,454 -62 -0.4% 0.01% $505K 2026-05-05 $32.21
2025 Q4 REDUCED — — — 16,516 -110 -0.7% 0.01% $533K 2026-02-05 $32.20
2025 Q3 REDUCED — — — 16,626 -538 -3.1% 0.01% $527K 2025-11-06 $31.68
2025 Q2 REDUCED — — — 17,164 -235 -1.4% 0.01% $510K 2025-08-04 $30.21
2025 Q1 REDUCED — — — 17,399 -383 -2.2% 0.01% $484K 2025-05-06 $27.65
2024 Q4 REDUCED — — — 17,782 -145 -0.8% 0.01% $518K 2025-02-06 $29.81
2024 Q3 REDUCED — — — 17,927 -339 -1.9% 0.01% $517K 2024-11-01 $28.46
2024 Q2 INITIATED — — — 18,266 — — 0.01% $501K 2024-08-13 $27.02

🏢 Other funds also holding SHDG

As of 2026 Q1 — sorted by position size

UNITED CAPITAL FINANCIAL ADVISORS, LLC 3Y 7Y 0.94% Soundwatch Capital LLC 3Y 0.51% Navis Wealth Advisors, LLC 3Y 0.16% GTS SECURITIES LLC 0.01% Advisory Services Network, LLC 3Y 7Y 0.01% Crestwood Advisors Group, LLC 3Y 7Y 0.01% MAI Capital Management 3Y 7Y 0.0% RAYMOND JAMES FINANCIAL INC 0.0% ROYAL BANK OF CANADA 3Y 7Y 0.0% WELLS FARGO & COMPANY/MN 3Y 7Y 0.0%

FAQ About Atria Investments, Inc and SHDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning SHDG?

Atria Investments, Inc reported SHDG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SHDG position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for SHDG was 0.01% in 2024 Q2.

What is the latest reported SHDG position on this page?

The most recent filing on this page is 2026 Q1, when Atria Investments, Inc reported 16,454 shares, equal to 0.01% of portfolio, with an estimated market value of $505K.

What does the chart on this SHDG ownership page compare?

The chart compares Atria Investments, Inc's quarterly SHDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their SHDG position?

Based on 13F filing dates vs. subsequent SHDG price moves, Atria Investments, Inc correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on SHDG relative to SPY over the holding period was -7.5%.

← Back to Atria Investments, Inc Holdings