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Caerus Investment Advisors’s ATI ATI Stock Holding History

Caerus Investment Advisors’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 		$516K Buy
2,616
+146
+6% +$24.7K 0.17% 112
2026
Q1 		$359K Buy
2,470
+1
+0% +$139 0.15% 138
2025
Q4 		$283K Buy
+2,469
New +$241K 0.09% 238

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

Caerus Investment Advisors's ATI Position: Q2 2026 in Review

Caerus Investment Advisors increased its ATI (ATI) stake by 5.9% in Q2 2026, buying an estimated $24.7K and bringing the position to 2,616 shares worth $516K. The position accounts for 0.17% of the portfolio, ranked #112.

Caerus Investment Advisors first reported a position in ATI in Q4 2025 and has held it in 3 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Caerus Investment Advisors held 2,616 shares of ATI worth $516K as of Q2 2026.
  • Caerus Investment Advisors bought 146 ATI shares in Q2 2026, an estimated $24.7K.
  • ATI made up 0.17% of Caerus Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • Caerus Investment Advisors first reported a position in ATI in Q4 2025 and has held it in 3 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.