Corient Private Wealth
ATI icon

Corient Private Wealth’s ATI ATI Stock Holding History

Corient Private Wealth’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 		$15.5M Buy
78,728
+67,120
+578% +$11.4M 0.02% 504
2026
Q1 		$1.55M Sell
11,608
-164,878
-93% -$23M ﹤0.01% 1402
2025
Q4 		$20.5M Sell
176,486
-175,622
-50% -$17.1M 0.03% 402
2025
Q3 		$28.6M Buy
352,108
+53,044
+18% +$4.3M 0.05% 326
2025
Q2 		$25.8M Sell
299,064
-5,745
-2% -$393K 0.03% 344
2025
Q1 		$15.9M Sell
304,809
-12,793
-4% -$726K 0.03% 427
2024
Q4 		$18.3M Buy
317,602
+145,503
+85% +$8.58M 0.03% 410
2024
Q3 		$11.5M Buy
172,099
+146,861
+582% +$9.12M 0.02% 525
2024
Q2 		$1.4M Sell
25,238
-19
-0.1% -$1.06K ﹤0.01% 1191
2024
Q1 		$1.29M Buy
25,257
+14,701
+139% +$665K ﹤0.01% 1225
2023
Q4 		$480K Sell
10,556
-221
-2% -$9.18K ﹤0.01% 1628
2023
Q3 		$443K Buy
10,777
+213
+2% +$9.47K ﹤0.01% 1560
2023
Q2 		$467K Sell
10,564
-1
-0% -$38 ﹤0.01% 1485
2023
Q1 		$417K Buy
+10,565
New +$399K ﹤0.01% 1458

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

Corient Private Wealth's ATI Position: Q2 2026 in Review

Corient Private Wealth increased its ATI (ATI) stake by 578% in Q2 2026, buying an estimated $11.4M and bringing the position to 78,728 shares worth $15.5M. The position accounts for 0.02% of the portfolio, ranked #504.

Corient Private Wealth first reported a position in ATI in Q1 2023 and has held it in 14 quarters since. The position peaked at $28.6M in Q3 2025. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Corient Private Wealth held 78,728 shares of ATI worth $15.5M as of Q2 2026.
  • Corient Private Wealth bought 67,120 ATI shares in Q2 2026, an estimated $11.4M.
  • ATI made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #504 holding.
  • Corient Private Wealth first reported a position in ATI in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's ATI position peaked at $28.6M in Q3 2025.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.