Basepoint Wealth’s ATI ATI Stock Holding History

Basepoint Wealth’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	$788K	Sell	5,414 -199	-4%	-$27.7K	0.45%	36
2025 Q4	$644K	Hold	5,613	–	–	0.39%	41
2025 Q3	$457K	Hold	5,613	–	–	0.32%	60
2025 Q2	$485K	Sell	5,613 -51	-0.9%	-$3.49K	0.37%	56
2025 Q1	$295K	Hold	5,664	–	–	0.23%	74
2024 Q4	$312K	Sell	5,664 -59	-1%	-$3.48K	0.25%	74
2024 Q3	$383K	Hold	5,723	–	–	0.28%	69
2024 Q2	$317K	Sell	5,723 -600	-9%	-$33.6K	0.25%	73
2024 Q1	$324K	Sell	6,323 -1,501	-19%	-$67.9K	0.24%	85
2023 Q4	$356K	Sell	7,824 -732	-9%	-$30.4K	0.29%	76
2023 Q3	$352K	Hold	8,556	–	–	0.29%	74
2023 Q2	$378K	Hold	8,556	–	–	0.31%	71
2023 Q1	$338K	Sell	8,556 -124	-1%	-$4.68K	0.28%	71
2022 Q4	$259K	Hold	8,680	–	–	0.23%	80
2022 Q3	$231K	Buy	+8,680	New	+$242K	0.25%	75
2022 Q2	–	Sell	-9,405	Closed	-$252K	–	83
2022 Q1	$252K	Sell	9,405 -667	-7%	-$15.5K	0.23%	73
2021 Q4	$160K	Buy	+10,072	New	+$162K	0.16%	75

Other funds holding ATI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Basepoint Wealth's ATI Position: Q1 2026 in Review

Basepoint Wealth reduced its ATI (ATI) stake by 3.5% in Q1 2026, selling an estimated $27.7K and leaving 5,414 shares worth $788K. The position accounts for 0.45% of the portfolio, ranked #36.

Basepoint Wealth first reported a position in ATI in Q4 2021 and has held it in 17 quarters since. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

Basepoint Wealth held 5,414 shares of ATI worth $788K as of Q1 2026.
Basepoint Wealth sold 199 ATI shares in Q1 2026, an estimated $27.7K.
ATI made up 0.45% of Basepoint Wealth's portfolio in Q1 2026, its #36 holding.
Basepoint Wealth first reported a position in ATI in Q4 2021 and has held it in 17 quarters since.
673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.