CT
ATKR icon

Caldwell Trust’s Atkore ATKR Stock Holding History

Caldwell Trust’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-300
Closed -$17.7K – 817
2026
Q1 		$17.7K Buy
+300
New +$19.5K ﹤0.01% 607

Other funds holding ATKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Caldwell Trust's ATKR Position: Q2 2026 in Review

Caldwell Trust sold out of Atkore (ATKR) in Q2 2026, closing a stake of 300 shares — an estimated $17.7K sold.

Caldwell Trust first reported a position in ATKR in Q1 2026 and held it in 1 quarter. The position peaked at $17.7K in Q1 2026. 325 funds tracked by Wall St. Rank hold ATKR as of Q2 2026.

  • Caldwell Trust reported no remaining Atkore position as of Q2 2026 after selling out during the quarter.
  • Caldwell Trust sold 300 Atkore shares in Q2 2026, an estimated $17.7K.
  • Caldwell Trust first reported a position in Atkore in Q1 2026 and held it in 1 quarter.
  • Caldwell Trust's Atkore position peaked at $17.7K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Atkore as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.