Creative Planning’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.77M | Buy |
39,641
+7,177
| +22% | +$999K | ﹤0.01% | 1087 |
|
|
2025
Q4 | $3.73M | Buy |
32,464
+11,880
| +58% | +$1.16M | ﹤0.01% | 1218 |
|
|
2025
Q3 | $1.67M | Sell |
20,584
-2,074
| -9% | -$168K | ﹤0.01% | 1678 |
|
|
2025
Q2 | $1.96M | Sell |
22,658
-1,195
| -5% | -$81.8K | ﹤0.01% | 1330 |
|
|
2025
Q1 | $1.24M | Sell |
23,853
-2,071
| -8% | -$118K | ﹤0.01% | 1539 |
|
|
2024
Q4 | $1.43M | Sell |
25,924
-1,970
| -7% | -$116K | ﹤0.01% | 1373 |
|
|
2024
Q3 | $1.87M | Buy |
27,894
+3,179
| +13% | +$197K | ﹤0.01% | 1097 |
|
|
2024
Q2 | $1.37M | Buy |
24,715
+5,705
| +30% | +$320K | ﹤0.01% | 1202 |
|
|
2024
Q1 | $973K | Buy |
19,010
+8,629
| +83% | +$390K | ﹤0.01% | 1356 |
|
|
2023
Q4 | $472K | Buy |
10,381
+1,530
| +17% | +$63.5K | ﹤0.01% | 1750 |
|
|
2023
Q3 | $364K | Buy |
8,851
+2,762
| +45% | +$123K | ﹤0.01% | 1780 |
|
|
2023
Q2 | $269K | Buy |
+6,089
| New | +$233K | ﹤0.01% | 1993 |
|
|
2018
Q4 | – | Sell |
-7,526
| Closed | -$222K | – | 1958 |
|
|
2018
Q3 | $222K | Sell |
7,526
-2,343
| -24% | -$63K | ﹤0.01% | 1604 |
|
|
2018
Q2 | $248K | Buy |
9,869
+877
| +10% | +$23.7K | ﹤0.01% | 1487 |
|
|
2018
Q1 | $213K | Sell |
8,992
-55
| -0.6% | -$1.48K | ﹤0.01% | 1566 |
|
|
2017
Q4 | $218K | Buy |
+9,047
| New | +$215K | ﹤0.01% | 1548 |
|
|
2017
Q3 | – | Sell |
-7,534
| Closed | -$128K | – | 2011 |
|
|
2017
Q2 | $128K | Buy |
7,534
+7,257
| +2,620% | +$122K | ﹤0.01% | 1802 |
|
|
2017
Q1 | $5K | Buy |
277
+144
| +108% | +$2.71K | ﹤0.01% | 3936 |
|
|
2016
Q4 | $2K | Sell |
133
-1,800
| -93% | -$29.9K | ﹤0.01% | 4235 |
|
|
2016
Q3 | $35K | Sell |
1,933
-92,582
| -98% | -$1.53M | ﹤0.01% | 2631 |
|
|
2016
Q2 | $1.21M | Sell |
94,515
-959
| -1% | -$13.7K | 0.01% | 465 |
|
|
2016
Q1 | $1.56M | Sell |
95,474
-5,312
| -5% | -$64.7K | 0.01% | 377 |
|
|
2015
Q4 | $1.13M | Buy |
100,786
+5,169
| +5% | +$71.1K | 0.01% | 467 |
|
|
2015
Q3 | $1.36M | Hold |
95,617
| – | – | 0.01% | 393 |
|
|
2015
Q2 | $2.89M | Buy |
95,617
+94,560
| +8,946% | +$3.13M | 0.03% | 226 |
|
|
2015
Q1 | $32K | Sell |
1,057
-328
| -24% | -$10.2K | ﹤0.01% | 2321 |
|
|
2014
Q4 | $48K | Buy |
1,385
+274
| +25% | +$9.06K | ﹤0.01% | 2030 |
|
|
2014
Q3 | $41K | Buy |
1,111
+254
| +30% | +$10.7K | ﹤0.01% | 2050 |
|
|
2014
Q2 | $39K | Buy |
857
+808
| +1,649% | +$33.1K | ﹤0.01% | 2038 |
|
|
2014
Q1 | $2K | Buy |
49
+39
| +390% | +$1.31K | ﹤0.01% | 3338 |
|
|
2013
Q4 | $0 | Buy |
+10
| New | +$329 | ﹤0.01% | 3310 |
|
|
2013
Q3 | – | Sell |
-339
| Closed | -$9K | – | 3204 |
|
|
2013
Q2 | $9K | Buy |
+339
| New | +$9.55K | ﹤0.01% | 2308 |
|
Other funds holding ATI
VCM
VPM
Creative Planning's ATI Position: Q1 2026 in Review
Creative Planning increased its ATI (ATI) stake by 22% in Q1 2026, buying an estimated $999K and bringing the position to 39,641 shares worth $5.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1087.
Creative Planning first reported a position in ATI in Q2 2013 and has held it in 32 quarters since. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.
- Creative Planning held 39,641 shares of ATI worth $5.77M as of Q1 2026.
- Creative Planning bought 7,177 ATI shares in Q1 2026, an estimated $999K.
- ATI made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1087 holding.
- Creative Planning first reported a position in ATI in Q2 2013 and has held it in 32 quarters since.
- 673 funds tracked by Wall St. Rank held ATI as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.