Capstone Investment Advisors
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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
Q2 		$2.14M Sell
10,849
-14,170
-57% -$2.4M ﹤0.01% 709
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
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 $3.38T AUM 44.17% 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

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

Capstone Investment Advisors reduced its ATI (ATI) stake by 57% in Q2 2026, selling an estimated $2.4M and leaving 10,849 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Capstone Investment Advisors first reported a position in ATI in Q2 2014 and has held it in 9 quarters since. The position peaked at $6.95M in Q2 2014. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Capstone Investment Advisors held 10,849 shares of ATI worth $2.14M as of Q2 2026.
  • Capstone Investment Advisors sold 14,170 ATI shares in Q2 2026, an estimated $2.4M.
  • ATI made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #709 holding.
  • Capstone Investment Advisors first reported a position in ATI in Q2 2014 and has held it in 9 quarters since.
  • Capstone Investment Advisors's ATI position peaked at $6.95M in Q2 2014.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.