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Atria Investments’s ATI ATI Stock Holding History

Atria Investments’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 		$3.58M Buy
18,172
+4,229
+30% +$717K 0.04% 503
2026
Q1 		$2.03M Sell
13,943
-2,944
-17% -$410K 0.02% 702
2025
Q4 		$1.94M Buy
16,887
+714
+4% +$69.6K 0.02% 735
2025
Q3 		$1.32M Buy
+16,173
New +$1.31M 0.02% 914
2014
Q3 		– Sell
-4,552
Closed -$205K – 456
2014
Q2 		$205K Buy
+4,552
New +$186K 0.02% 401

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 $3.38T AUM 44.17% 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

Atria Investments's ATI Position: Q2 2026 in Review

Atria Investments increased its ATI (ATI) stake by 30% in Q2 2026, buying an estimated $717K and bringing the position to 18,172 shares worth $3.58M. The position accounts for 0.04% of the portfolio, ranked #503.

Atria Investments first reported a position in ATI in Q2 2014 and has held it in 5 quarters since. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Atria Investments held 18,172 shares of ATI worth $3.58M as of Q2 2026.
  • Atria Investments bought 4,229 ATI shares in Q2 2026, an estimated $717K.
  • ATI made up 0.04% of Atria Investments's portfolio in Q2 2026, its #503 holding.
  • Atria Investments first reported a position in ATI in Q2 2014 and has held it in 5 quarters since.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.