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 Q2	$174K	Hold	20,000	–	–	0.02%	135
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 $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

QPW

Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return

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

Advisory Research's ATOM Position: Q2 2026 in Review

Advisory Research held its Atomera (ATOM) position steady in Q2 2026 at 20,000 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #135.

Advisory Research first reported a position in ATOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $490K in Q1 2021. 122 funds tracked by Wall St. Rank hold ATOM as of Q2 2026.

Advisory Research held 20,000 shares of Atomera worth $174K as of Q2 2026.
Advisory Research left its Atomera share count unchanged in Q2 2026.
Atomera made up 0.02% of Advisory Research's portfolio in Q2 2026, its #135 holding.
Advisory Research first reported a position in Atomera in Q1 2021 and has held it in 22 quarters since.
Advisory Research's Atomera position peaked at $490K in Q1 2021.
122 funds tracked by Wall St. Rank held Atomera as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.