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Action Point Financial Planning’s AtaiBeckley Inc ATAI Stock Holding History

Action Point Financial Planning’s Portfolio ATAI Stock Details ATAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163K Buy
+30,852
New +$130K 0.02% 481

Other funds holding ATAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return

Action Point Financial Planning's ATAI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in AtaiBeckley Inc (ATAI) in Q2 2026: 30,852 shares worth $163K. The stake represents 0.02% of the portfolio and ranks #481 among its holdings.

241 funds tracked by Wall St. Rank hold ATAI as of Q2 2026.

  • Action Point Financial Planning held 30,852 shares of AtaiBeckley Inc worth $163K as of Q2 2026.
  • AtaiBeckley Inc was a new Action Point Financial Planning position in Q2 2026.
  • AtaiBeckley Inc made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #481 holding.
  • 241 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.