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Crestwood Advisors Group’s ATI ATI Stock Holding History

Crestwood Advisors 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 		$536K Sell
2,721
-2,951
-52% -$500K 0.01% 468
2026
Q1 		$825K Sell
5,672
-3,940
-41% -$549K 0.01% 323
2025
Q4 		$1.1M Sell
9,612
-6,392
-40% -$623K 0.02% 269
2025
Q3 		$1.3M Sell
16,004
-1,048
-6% -$84.9K 0.02% 257
2025
Q2 		$1.47M Sell
17,052
-999
-6% -$68.4K 0.03% 239
2025
Q1 		$939K Buy
+18,051
New +$1.02M 0.02% 283

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

Crestwood Advisors Group's ATI Position: Q2 2026 in Review

Crestwood Advisors Group reduced its ATI (ATI) stake by 52% in Q2 2026, selling an estimated $500K and leaving 2,721 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #468.

Crestwood Advisors Group first reported a position in ATI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.47M in Q2 2025. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Crestwood Advisors Group held 2,721 shares of ATI worth $536K as of Q2 2026.
  • Crestwood Advisors Group sold 2,951 ATI shares in Q2 2026, an estimated $500K.
  • ATI made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #468 holding.
  • Crestwood Advisors Group first reported a position in ATI in Q1 2025 and has held it in 6 quarters since.
  • Crestwood Advisors Group's ATI position peaked at $1.47M in Q2 2025.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.