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Cornerstone Planning Group’s ATI ATI Stock Holding History

Cornerstone Planning Group’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 		$4.3K Hold
22
– – ﹤0.01% 1125
2026
Q1 		$3.42K Buy
+22
New +$3.06K ﹤0.01% 1182
2025
Q4 		– Sell
-1
Closed -$101 – 1715
2025
Q3 		$101 Buy
+1
New +$81 ﹤0.01% 1647
2025
Q1 		– Sell
-6
Closed -$338 – 1567
2024
Q4 		$338 Buy
+6
New +$354 ﹤0.01% 1258

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

Cornerstone Planning Group's ATI Position: Q2 2026 in Review

Cornerstone Planning Group held its ATI (ATI) position steady in Q2 2026 at 22 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Cornerstone Planning Group first reported a position in ATI in Q4 2024 and has held it in 4 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Cornerstone Planning Group held 22 shares of ATI worth $4.3K as of Q2 2026.
  • Cornerstone Planning Group left its ATI share count unchanged in Q2 2026.
  • ATI made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1125 holding.
  • Cornerstone Planning Group first reported a position in ATI in Q4 2024 and has held it in 4 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.