Advisory Research’s Atomera ATOM Stock Holding History

Advisory Research’s Portfolio ATOM Stock Details ATOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$76.2K	Hold	20,000	–	–	0.01%	135
2025 Q4	$44.2K	Hold	20,000	–	–	0.01%	143
2025 Q3	$88.4K	Hold	20,000	–	–	0.01%	148
2025 Q2	$101K	Hold	20,000	–	–	0.02%	141
2025 Q1	$80K	Hold	20,000	–	–	0.01%	148
2024 Q4	$232K	Hold	20,000	–	–	0.04%	148
2024 Q3	$52.6K	Hold	20,000	–	–	0.01%	156
2024 Q2	$76.2K	Hold	20,000	–	–	0.01%	160
2024 Q1	$123K	Hold	20,000	–	–	0.02%	155
2023 Q4	$140K	Hold	20,000	–	–	0.02%	327
2023 Q3	$125K	Hold	20,000	–	–	0.02%	421
2023 Q2	$175K	Hold	20,000	–	–	0.02%	431
2023 Q1	$127K	Hold	20,000	–	–	0.02%	333
2022 Q4	$124K	Hold	20,000	–	–	0.01%	349
2022 Q3	$203K	Hold	20,000	–	–	0.02%	308
2022 Q2	$188K	Hold	20,000	–	–	0.02%	307
2022 Q1	$261K	Hold	20,000	–	–	0.02%	317
2021 Q4	$402K	Hold	20,000	–	–	0.03%	268
2021 Q3	$462K	Hold	20,000	–	–	0.03%	253
2021 Q2	$429K	Hold	20,000	–	–	0.03%	278
2021 Q1	$490K	Buy	+20,000	New	+$585K	0.03%	263

Other funds holding ATOM

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

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $324M AUM 37.9% 1-Year Est. Return

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

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