Axxcess Wealth Management’s ATI ATI Stock Holding History

Axxcess 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 Q3	–	Sell	-1,460	Closed	-$288K	–	997
2026 Q2	$288K	Buy	+1,460	New	+$247K	﹤0.01%	869

Other funds holding ATI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Axxcess Wealth Management's ATI Position: Q3 2026 in Review

Axxcess Wealth Management sold out of ATI (ATI) in Q3 2026, closing a stake of 1,460 shares — an estimated $288K sold.

Axxcess Wealth Management first reported a position in ATI in Q2 2026 and held it in 1 quarter. The position peaked at $288K in Q2 2026. 677 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

Axxcess Wealth Management reported no remaining ATI position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 1,460 ATI shares in Q3 2026, an estimated $288K.
Axxcess Wealth Management first reported a position in ATI in Q2 2026 and held it in 1 quarter.
Axxcess Wealth Management's ATI position peaked at $288K in Q2 2026.
677 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.