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Cape Investment Advisory’s ATI ATI Stock Holding History

Cape Investment Advisory’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 		$270K Sell
1,370
-68
-5% -$11.5K 0.07% 196
2026
Q1 		$209K Hold
1,438
– – 0.07% 218
2025
Q4 		$165K Buy
+1,438
New +$140K 0.05% 229
2025
Q3 		– Sell
-1,518
Closed -$131K – 880
2025
Q2 		$131K Buy
+1,518
New +$104K 0.05% 230

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

Cape Investment Advisory's ATI Position: Q2 2026 in Review

Cape Investment Advisory reduced its ATI (ATI) stake by 4.7% in Q2 2026, selling an estimated $11.5K and leaving 1,370 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #196.

Cape Investment Advisory first reported a position in ATI in Q2 2025 and has held it in 4 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Cape Investment Advisory held 1,370 shares of ATI worth $270K as of Q2 2026.
  • Cape Investment Advisory sold 68 ATI shares in Q2 2026, an estimated $11.5K.
  • ATI made up 0.07% of Cape Investment Advisory's portfolio in Q2 2026, its #196 holding.
  • Cape Investment Advisory first reported a position in ATI in Q2 2025 and has held it in 4 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.