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Avantax Planning Partners’s ATI ATI Stock Holding History

Avantax Planning Partners’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 		$331K Hold
1,678
– – 0.01% 349
2026
Q1 		$244K Buy
+1,678
New +$234K 0.01% 385
2018
Q2 		– Sell
-26
Closed -$1K – 329
2018
Q1 		$1K Buy
+26
New +$698 ﹤0.01% 1676

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

Avantax Planning Partners's ATI Position: Q2 2026 in Review

Avantax Planning Partners held its ATI (ATI) position steady in Q2 2026 at 1,678 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #349.

Avantax Planning Partners first reported a position in ATI in Q1 2018 and has held it in 3 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Avantax Planning Partners held 1,678 shares of ATI worth $331K as of Q2 2026.
  • Avantax Planning Partners left its ATI share count unchanged in Q2 2026.
  • ATI made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #349 holding.
  • Avantax Planning Partners first reported a position in ATI in Q1 2018 and has held it in 3 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.