Activest Wealth Management’s ATI ATI Stock Holding History

Activest 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	$24.8K	Buy	131 +2	+2%	+$399	﹤0.01%	393
2026 Q2	$25.4K	Sell	129 -706	-85%	-$120K	﹤0.01%	392
2026 Q1	$121K	Buy	835 +1	+0.1%	+$139	0.02%	204
2025 Q4	$95.7K	Buy	834 +125	+18%	+$12.2K	0.02%	225
2025 Q3	$57.7K	Hold	709	–	–	0.01%	245
2025 Q2	$61.2K	Buy	709 +9	+1%	+$616	0.01%	185
2025 Q1	$36.4K	Hold	700	–	–	0.01%	222
2024 Q4	$38.5K	Hold	700	–	–	0.01%	195
2024 Q3	$46.8K	Hold	700	–	–	0.01%	180
2024 Q2	$38.8K	Buy	+700	New	+$39.2K	0.01%	191

Other funds holding ATI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

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

Activest Wealth Management increased its ATI (ATI) stake by 1.6% in Q3 2026, buying an estimated $399 and bringing the position to 131 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Activest Wealth Management first reported a position in ATI in Q2 2024 and has held it in 10 quarters since. The position peaked at $121K in Q1 2026. 478 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

Activest Wealth Management held 131 shares of ATI worth $24.8K as of Q3 2026.
Activest Wealth Management bought 2 ATI shares in Q3 2026, an estimated $399.
ATI made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #393 holding.
Activest Wealth Management first reported a position in ATI in Q2 2024 and has held it in 10 quarters since.
Activest Wealth Management's ATI position peaked at $121K in Q1 2026.
478 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.