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Accel Wealth Management’s ATI ATI Stock Holding History

Accel Wealth Management’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$532K Sell
2,699
-50
-2% -$8.48K 0.12% 152
2026
Q1 		$400K Sell
2,749
-299
-10% -$41.6K 0.1% 180
2025
Q4 		$350K Buy
3,048
+2
+0.1% +$195 0.1% 189
2025
Q3 		$248K Buy
3,046
+52
+2% +$4.21K 0.07% 229
2025
Q2 		$259K Buy
+2,994
New +$205K 0.09% 212
2024
Q4 		– Sell
-2,995
Closed -$200K – 252
2024
Q3 		$200K Sell
2,995
-1,342
-31% -$83.3K 0.07% 241
2024
Q2 		$240K Sell
4,337
-100
-2% -$5.6K 0.1% 193
2024
Q1 		$227K Hold
4,437
– – 0.1% 193
2023
Q4 		$202K Buy
+4,437
New +$184K 0.1% 187

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accel Wealth Management's ATI Position: Q2 2026 in Review

Accel Wealth Management reduced its ATI (ATI) stake by 1.8% in Q2 2026, selling an estimated $8.48K and leaving 2,699 shares worth $532K. The position accounts for 0.12% of the portfolio, ranked #152.

Accel Wealth Management first reported a position in ATI in Q4 2023 and has held it in 9 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Accel Wealth Management held 2,699 shares of ATI worth $532K as of Q2 2026.
  • Accel Wealth Management sold 50 ATI shares in Q2 2026, an estimated $8.48K.
  • ATI made up 0.12% of Accel Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Accel Wealth Management first reported a position in ATI in Q4 2023 and has held it in 9 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.