Advisor OS’s ATI ATI Stock Holding History

Advisor OS’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	–	Sell	-1,595	Closed	-$232K	–	593
2026 Q1	$232K	Sell	1,595 -165	-9%	-$23K	0.02%	499
2025 Q4	$202K	Buy	+1,760	New	+$172K	0.02%	479

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

Advisor OS's ATI Position: Q2 2026 in Review

Advisor OS sold out of ATI (ATI) in Q2 2026, closing a stake of 1,595 shares — an estimated $232K sold.

Advisor OS first reported a position in ATI in Q4 2025 and held it in 2 quarters. The position peaked at $232K in Q1 2026. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Advisor OS reported no remaining ATI position as of Q2 2026 after selling out during the quarter.
Advisor OS sold 1,595 ATI shares in Q2 2026, an estimated $232K.
Advisor OS first reported a position in ATI in Q4 2025 and held it in 2 quarters.
Advisor OS's ATI position peaked at $232K in Q1 2026.
793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.