Capstone Investment Advisors’s ATI ATI Stock Holding History

Capstone 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 Q1	$3.64M	Buy	25,019 +18,615	+291%	+$2.59M	0.01%	490
2025 Q4	$735K	Sell	6,404 -28,662	-82%	-$2.79M	﹤0.01%	992
2025 Q3	$2.85M	Buy	35,066 +4,066	+13%	+$330K	0.01%	639
2025 Q2	$2.68M	Buy	+31,000	New	+$2.12M	0.01%	550
2025 Q1	–	Sell	-108,000	Closed	-$5.94M	–	1366
2024 Q4	$5.94M	Buy	+108,000	New	+$6.37M	0.01%	486
2024 Q1	–	Sell	-6,227	Closed	-$283K	–	2333
2023 Q4	$283K	Buy	+6,227	New	+$259K	﹤0.01%	1619
2020 Q3	–	Sell	-65,300	Closed	-$665K	–	1387
2020 Q2	$665K	Buy	+65,300	New	+$566K	﹤0.01%	1017
2014 Q3	–	Sell	-153,992	Closed	-$6.95M	–	427
2014 Q2	$6.95M	Buy	+153,992	New	+$6.3M	0.09%	161

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

Capstone Investment Advisors's ATI Position: Q1 2026 in Review

Capstone Investment Advisors increased its ATI (ATI) stake by 291% in Q1 2026, buying an estimated $2.59M and bringing the position to 25,019 shares worth $3.64M. The position accounts for 0.01% of the portfolio, ranked #490.

Capstone Investment Advisors first reported a position in ATI in Q2 2014 and has held it in 8 quarters since. The position peaked at $6.95M in Q2 2014. 674 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

Capstone Investment Advisors held 25,019 shares of ATI worth $3.64M as of Q1 2026.
Capstone Investment Advisors bought 18,615 ATI shares in Q1 2026, an estimated $2.59M.
ATI made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #490 holding.
Capstone Investment Advisors first reported a position in ATI in Q2 2014 and has held it in 8 quarters since.
Capstone Investment Advisors's ATI position peaked at $6.95M in Q2 2014.
674 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.