AWM
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Axxcess Wealth Management’s TAT Technologies TATT Stock Holding History

Axxcess Wealth Management’s Portfolio TATT Stock Details TATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,100
Closed -$228K – 933
2025
Q4 		$228K Hold
5,100
– – ﹤0.01% 951
2025
Q3 		$225K Buy
+5,100
New +$181K ﹤0.01% 851

Other funds holding TATT

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Axxcess Wealth Management's TATT Position: Q1 2026 in Review

Axxcess Wealth Management sold out of TAT Technologies (TATT) in Q1 2026, closing a stake of 5,100 shares — an estimated $228K sold.

Axxcess Wealth Management first reported a position in TATT in Q3 2025 and held it in 2 quarters. The position peaked at $228K in Q4 2025. 77 funds tracked by Wall St. Rank hold TATT as of Q1 2026.

  • Axxcess Wealth Management reported no remaining TAT Technologies position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,100 TAT Technologies shares in Q1 2026, an estimated $228K.
  • Axxcess Wealth Management first reported a position in TAT Technologies in Q3 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's TAT Technologies position peaked at $228K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held TAT Technologies as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.