CCG Wealth Management’s ATI ATI Stock Holding History

CCG Wealth Management’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	$1.54M	Buy	7,815 +18	+0.2%	+$3.05K	0.36%	42
2026 Q1	$1.13M	Buy	7,797 +15	+0.2%	+$2.09K	0.31%	50
2025 Q4	$893K	Sell	7,782 -5	-0.1%	-$487	0.38%	43
2025 Q3	$633K	Hold	7,787	–	–	0.3%	45
2025 Q2	$672K	Buy	7,787 +8	+0.1%	+$548	0.35%	42
2025 Q1	$405K	Hold	7,779	–	–	0.24%	50
2024 Q4	$428K	Sell	7,779 -9	-0.1%	-$531	0.24%	47
2024 Q3	$521K	Buy	7,788 +3	+0%	+$186	0.29%	44
2024 Q2	$432K	Buy	7,785 +6	+0.1%	+$336	0.24%	45
2024 Q1	$398K	Hold	7,779	–	–	0.24%	45
2023 Q4	$354K	Sell	7,779 -152	-2%	-$6.31K	0.24%	40
2023 Q3	$326K	Sell	7,931 -848	-10%	-$37.7K	0.21%	45
2023 Q2	$388K	Hold	8,779	–	–	0.24%	40
2023 Q1	$346K	Sell	8,779 -350	-4%	-$13.2K	0.23%	42
2022 Q4	$273K	Hold	9,129	–	–	0.15%	73
2022 Q3	$243K	Sell	9,129 -75	-0.8%	-$2.09K	0.15%	74
2022 Q2	$209K	Sell	9,204 -4	-0%	-$105	0.12%	100
2022 Q1	$247K	Sell	9,208 -2,386	-21%	-$55.3K	0.12%	103
2021 Q4	$185K	Sell	11,594 -258	-2%	-$4.14K	0.1%	93
2021 Q3	$197K	Sell	11,852 -286	-2%	-$5.41K	0.11%	100
2021 Q2	$253K	Sell	12,138 -882	-7%	-$20.2K	0.2%	55
2021 Q1	$274K	Sell	13,020 -43,100	-77%	-$843K	0.27%	48
2020 Q4	$941K	Sell	56,120 -70,416	-56%	-$894K	0.99%	24
2020 Q3	$1.1M	Hold	126,536	–	–	1.03%	23
2020 Q2	$1.29M	Hold	126,536	–	–	1.2%	19
2020 Q1	$1.08M	Hold	126,536	–	–	1.03%	21
2019 Q4	$2.61M	Hold	126,536	–	–	1.65%	19
2019 Q3	$2.56M	Hold	126,536	–	–	1.75%	18
2019 Q2	$3.19M	Hold	126,536	–	–	2.28%	13
2019 Q1	$3.24M	Hold	126,536	–	–	2.6%	12
2018 Q4	$2.75M	Buy	+126,536	New	+$3.28M	2.68%	12

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCG Wealth Management's ATI Position: Q2 2026 in Review

CCG Wealth Management increased its ATI (ATI) stake by 0.23% in Q2 2026, buying an estimated $3.05K and bringing the position to 7,815 shares worth $1.54M. The position accounts for 0.36% of the portfolio, ranked #42.

CCG Wealth Management first reported a position in ATI in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.24M in Q1 2019. 791 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

CCG Wealth Management held 7,815 shares of ATI worth $1.54M as of Q2 2026.
CCG Wealth Management bought 18 ATI shares in Q2 2026, an estimated $3.05K.
ATI made up 0.36% of CCG Wealth Management's portfolio in Q2 2026, its #42 holding.
CCG Wealth Management first reported a position in ATI in Q4 2018 and has held it in 31 quarters since.
CCG Wealth Management's ATI position peaked at $3.24M in Q1 2019.
791 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.