Clearstead Advisors’s ATI ATI Stock Holding History

Clearstead 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	$23.3K	Buy	118 +84	+247%	+$14.2K	﹤0.01%	1755
2026 Q1	$4.95K	Sell	34 -564	-94%	-$78.5K	﹤0.01%	1739
2025 Q4	$68.6K	Buy	598 +346	+137%	+$33.7K	﹤0.01%	1262
2025 Q3	$20.5K	Sell	252 -164	-39%	-$13.3K	﹤0.01%	1636
2025 Q2	$35.9K	Buy	416 +156	+60%	+$10.7K	﹤0.01%	1398
2025 Q1	$13.5K	Buy	260 +2	+0.8%	+$114	﹤0.01%	1532
2024 Q4	$14.2K	Sell	258 -30	-10%	-$1.77K	﹤0.01%	1485
2024 Q3	$19.3K	Sell	288 -59	-17%	-$3.66K	﹤0.01%	1430
2024 Q2	$19.2K	Buy	+347	New	+$19.4K	﹤0.01%	1394
2024 Q1	–	Sell	-500	Closed	-$22.7K	–	1550
2023 Q4	$22.7K	Sell	500 -169	-25%	-$7.02K	﹤0.01%	915
2023 Q3	$27.5K	Buy	669 +500	+296%	+$22.2K	﹤0.01%	838
2023 Q2	$7.47K	Buy	+169	New	+$6.46K	﹤0.01%	1012

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

Clearstead Advisors's ATI Position: Q2 2026 in Review

Clearstead Advisors increased its ATI (ATI) stake by 247% in Q2 2026, buying an estimated $14.2K and bringing the position to 118 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Clearstead Advisors first reported a position in ATI in Q2 2023 and has held it in 12 quarters since. The position peaked at $68.6K in Q4 2025. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Clearstead Advisors held 118 shares of ATI worth $23.3K as of Q2 2026.
Clearstead Advisors bought 84 ATI shares in Q2 2026, an estimated $14.2K.
ATI made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1755 holding.
Clearstead Advisors first reported a position in ATI in Q2 2023 and has held it in 12 quarters since.
Clearstead Advisors's ATI position peaked at $68.6K in Q4 2025.
793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.