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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Atria Investments's ATI Position: Q1 2026 in Review

Atria Investments reduced its ATI (ATI) stake by 17% in Q1 2026, selling an estimated $410K and leaving 13,943 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #702.

Atria Investments first reported a position in ATI in Q2 2014 and has held it in 4 quarters since. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

  • Atria Investments held 13,943 shares of ATI worth $2.03M as of Q1 2026.
  • Atria Investments sold 2,944 ATI shares in Q1 2026, an estimated $410K.
  • ATI made up 0.02% of Atria Investments's portfolio in Q1 2026, its #702 holding.
  • Atria Investments first reported a position in ATI in Q2 2014 and has held it in 4 quarters since.
  • 673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.