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 Q3	$511K	Hold	2,699	–	–	0.11%	156
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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Accel Wealth Management's ATI Position: Q3 2026 in Review

Accel Wealth Management held its ATI (ATI) position steady in Q3 2026 at 2,699 shares worth $511K. The position accounts for 0.11% of the portfolio, ranked #156.

Accel Wealth Management first reported a position in ATI in Q4 2023 and has held it in 10 quarters since. The position peaked at $532K in Q2 2026. 257 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

Accel Wealth Management held 2,699 shares of ATI worth $511K as of Q3 2026.
Accel Wealth Management left its ATI share count unchanged in Q3 2026.
ATI made up 0.11% of Accel Wealth Management's portfolio in Q3 2026, its #156 holding.
Accel Wealth Management first reported a position in ATI in Q4 2023 and has held it in 10 quarters since.
Accel Wealth Management's ATI position peaked at $532K in Q2 2026.
257 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.