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Charter Oak Advisors’s Atmus Filtration Technologies ATMU Stock Holding History

Charter Oak Advisors’s Portfolio ATMU Stock Details ATMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Hold
26,464
– – 0.74% 13
2026
Q1 		$1.5M Sell
26,464
-40,000
-60% -$2.36M 0.91% 13
2025
Q4 		$3.45M Hold
66,464
– – 2.9% 11
2025
Q3 		$3M Hold
66,464
– – 1.08% 11
2025
Q2 		$2.42M Hold
66,464
– – 1.08% 13
2025
Q1 		$2.44M Hold
66,464
– – 1.74% 12
2024
Q4 		$2.6M Buy
+66,464
New +$2.7M 1.49% 15

Other funds holding ATMU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Charter Oak Advisors's ATMU Position: Q2 2026 in Review

Charter Oak Advisors held its Atmus Filtration Technologies (ATMU) position steady in Q2 2026 at 26,464 shares worth $1.35M. The position accounts for 0.74% of the portfolio, ranked #13.

Charter Oak Advisors first reported a position in ATMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.45M in Q4 2025. 333 funds tracked by Wall St. Rank hold ATMU as of Q2 2026.

  • Charter Oak Advisors held 26,464 shares of Atmus Filtration Technologies worth $1.35M as of Q2 2026.
  • Charter Oak Advisors left its Atmus Filtration Technologies share count unchanged in Q2 2026.
  • Atmus Filtration Technologies made up 0.74% of Charter Oak Advisors's portfolio in Q2 2026, its #13 holding.
  • Charter Oak Advisors first reported a position in Atmus Filtration Technologies in Q4 2024 and has held it in 7 quarters since.
  • Charter Oak Advisors's Atmus Filtration Technologies position peaked at $3.45M in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q2 2026.

Based on Charter Oak Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.