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Arista Wealth Management’s ATI ATI Stock Holding History

Arista 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 		$1.13M Sell
5,753
-3,468
-38% -$588K 0.12% 95
2026
Q1 		$1.34M Buy
+9,221
New +$1.28M 0.16% 85

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

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

Arista Wealth Management reduced its ATI (ATI) stake by 38% in Q2 2026, selling an estimated $588K and leaving 5,753 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #95.

Arista Wealth Management first reported a position in ATI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.34M in Q1 2026. 791 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Arista Wealth Management held 5,753 shares of ATI worth $1.13M as of Q2 2026.
  • Arista Wealth Management sold 3,468 ATI shares in Q2 2026, an estimated $588K.
  • ATI made up 0.12% of Arista Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Arista Wealth Management first reported a position in ATI in Q1 2026 and has held it in 2 quarters since.
  • Arista Wealth Management's ATI position peaked at $1.34M in Q1 2026.
  • 791 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.