AWM
ATI icon

AE Wealth Management’s ATI ATI Stock Holding History

AE 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 		$574K Buy
3,107
+758
+32% +$128K ﹤0.01% 1158
2026
Q1 		$342K Buy
+2,349
New +$327K ﹤0.01% 1310
2023
Q3 		– Sell
-5,003
Closed -$221K – 1951
2023
Q2 		$221K Sell
5,003
-7,509
-60% -$287K ﹤0.01% 1710
2023
Q1 		$494K Buy
+12,512
New +$472K ﹤0.01% 1359
2022
Q3 		– Sell
-26,848
Closed -$610K – 1751
2022
Q2 		$610K Buy
+26,848
New +$708K ﹤0.01% 1100

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AE Wealth Management increased its ATI (ATI) stake by 32% in Q2 2026, buying an estimated $128K and bringing the position to 3,107 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

AE Wealth Management first reported a position in ATI in Q2 2022 and has held it in 5 quarters since. The position peaked at $610K in Q2 2022. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • AE Wealth Management held 3,107 shares of ATI worth $574K as of Q2 2026.
  • AE Wealth Management bought 758 ATI shares in Q2 2026, an estimated $128K.
  • ATI made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1158 holding.
  • AE Wealth Management first reported a position in ATI in Q2 2022 and has held it in 5 quarters since.
  • AE Wealth Management's ATI position peaked at $610K in Q2 2022.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.