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 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 $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Advisor OS's ATI Position: Q1 2026 in Review

Advisor OS reduced its ATI (ATI) stake by 9.4% in Q1 2026, selling an estimated $23K and leaving 1,595 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #499.

Advisor OS first reported a position in ATI in Q4 2025 and has held it in 2 quarters since. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

Advisor OS held 1,595 shares of ATI worth $232K as of Q1 2026.
Advisor OS sold 165 ATI shares in Q1 2026, an estimated $23K.
ATI made up 0.02% of Advisor OS's portfolio in Q1 2026, its #499 holding.
Advisor OS first reported a position in ATI in Q4 2025 and has held it in 2 quarters since.
673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.