Cerity Partners
ATI icon

Cerity Partners’s ATI ATI Stock Holding History

Cerity Partners’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 		$9.99M Buy
50,707
+9,059
+22% +$1.54M 0.01% 772
2026
Q1 		$6.06M Buy
41,648
+7,665
+23% +$1.07M 0.01% 920
2025
Q4 		$3.9M Buy
33,983
+27,911
+460% +$2.72M 0.01% 1041
2025
Q3 		$494K Buy
6,072
+2,825
+87% +$229K ﹤0.01% 1981
2025
Q2 		$280K Sell
3,247
-6,306
-66% -$432K ﹤0.01% 2184
2025
Q1 		$497K Sell
9,553
-579
-6% -$32.9K ﹤0.01% 1758
2024
Q4 		$661K Sell
10,132
-4,939
-33% -$291K ﹤0.01% 1613
2024
Q3 		$1.01M Buy
15,071
+9,027
+149% +$560K ﹤0.01% 1390
2024
Q2 		$335K Sell
6,044
-4,985
-45% -$279K ﹤0.01% 1761
2024
Q1 		$564K Buy
+11,029
New +$499K ﹤0.01% 1544
2023
Q2 		– Sell
-6,776
Closed -$1.34M – 1658
2023
Q1 		$1.34M Buy
+6,776
New +$256K ﹤0.01% 855

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

Cerity Partners's ATI Position: Q2 2026 in Review

Cerity Partners increased its ATI (ATI) stake by 22% in Q2 2026, buying an estimated $1.54M and bringing the position to 50,707 shares worth $9.99M. The position accounts for 0.01% of the portfolio, ranked #772.

Cerity Partners first reported a position in ATI in Q1 2023 and has held it in 11 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Cerity Partners held 50,707 shares of ATI worth $9.99M as of Q2 2026.
  • Cerity Partners bought 9,059 ATI shares in Q2 2026, an estimated $1.54M.
  • ATI made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #772 holding.
  • Cerity Partners first reported a position in ATI in Q1 2023 and has held it in 11 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.