Arkadios Wealth Advisors’s Atkore ATKR Stock Holding History

Arkadios Wealth Advisors’s Portfolio ATKR Stock Details ATKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$234K	Sell	3,975 -33	-0.8%	-$2.15K	﹤0.01%	1490
2025 Q4	$254K	Buy	4,008 +6	+0.1%	+$391	0.01%	1334
2025 Q3	$251K	Sell	4,002 -109	-3%	-$7.11K	0.01%	1231
2025 Q2	$290K	Buy	4,111 +317	+8%	+$20.6K	0.01%	1072
2025 Q1	$228K	Sell	3,794 -46	-1%	-$3.29K	0.01%	1007
2024 Q4	$320K	Sell	3,840 -419	-10%	-$36.9K	0.02%	702
2024 Q3	$361K	Buy	4,259 +696	+20%	+$75.6K	0.02%	648
2024 Q2	$481K	Buy	3,563 +71	+2%	+$11.3K	0.03%	476
2024 Q1	$665K	Sell	3,492 -80	-2%	-$12.8K	0.05%	326
2023 Q4	$572K	Sell	3,572 -80	-2%	-$11K	0.05%	333
2023 Q3	$545K	Buy	3,652 +96	+3%	+$14.5K	0.05%	312
2023 Q2	$555K	Buy	3,556 +32	+0.9%	+$4.2K	0.06%	276
2023 Q1	$495K	Buy	3,524 +616	+21%	+$83.5K	0.06%	306
2022 Q4	$330K	Buy	2,908 +283	+11%	+$29.6K	0.04%	379
2022 Q3	$204K	Sell	2,625 -801	-23%	-$69.3K	0.03%	486
2022 Q2	$284K	Buy	+3,426	New	+$340K	0.04%	411

Other funds holding ATKR

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Geode Capital Management

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