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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Activest Wealth Management reduced its ATI (ATI) stake by 85% in Q2 2026, selling an estimated $120K and leaving 129 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Activest Wealth Management first reported a position in ATI in Q2 2024 and has held it in 9 quarters since. The position peaked at $121K in Q1 2026. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Activest Wealth Management held 129 shares of ATI worth $25.4K as of Q2 2026.
Activest Wealth Management sold 706 ATI shares in Q2 2026, an estimated $120K.
ATI made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #392 holding.
Activest Wealth Management first reported a position in ATI in Q2 2024 and has held it in 9 quarters since.
Activest Wealth Management's ATI position peaked at $121K in Q1 2026.
793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.