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Capital Asset Advisory Services’s ATI ATI Stock Holding History

Capital Asset Advisory Services’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 		$288K Sell
1,460
-15
-1% -$2.54K 0.01% 286
2026
Q1 		$242K Buy
+1,475
New +$205K 0.01% 266

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

Capital Asset Advisory Services's ATI Position: Q2 2026 in Review

Capital Asset Advisory Services reduced its ATI (ATI) stake by 1% in Q2 2026, selling an estimated $2.54K and leaving 1,460 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #286.

Capital Asset Advisory Services first reported a position in ATI in Q1 2026 and has held it in 2 quarters since. 791 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Capital Asset Advisory Services held 1,460 shares of ATI worth $288K as of Q2 2026.
  • Capital Asset Advisory Services sold 15 ATI shares in Q2 2026, an estimated $2.54K.
  • ATI made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #286 holding.
  • Capital Asset Advisory Services first reported a position in ATI in Q1 2026 and has held it in 2 quarters since.
  • 791 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.