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 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 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

Cerity Partners's ATI Position: Q1 2026 in Review

Cerity Partners increased its ATI (ATI) stake by 23% in Q1 2026, buying an estimated $1.07M and bringing the position to 41,648 shares worth $6.06M. The position accounts for 0.01% of the portfolio, ranked #920.

Cerity Partners first reported a position in ATI in Q1 2023 and has held it in 10 quarters since. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

Cerity Partners held 41,648 shares of ATI worth $6.06M as of Q1 2026.
Cerity Partners bought 7,665 ATI shares in Q1 2026, an estimated $1.07M.
ATI made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #920 holding.
Cerity Partners first reported a position in ATI in Q1 2023 and has held it in 10 quarters since.
673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.