DT
ATE

Diversified Trust’s Advantest Corp ATE Stock Holding History

Diversified Trust’s Portfolio ATE Stock Details ATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$616K Buy
3,095
+205
+7% +$40.8K 0.01% 687
2026
Q1 		$369K Buy
2,890
+21
+0.7% +$2.68K 0.01% 780
2025
Q4 		$359K Buy
2,869
+205
+8% +$25.7K 0.01% 771
2025
Q3 		$264K Buy
+2,664
New +$264K 0.01% 840
2025
Q1 		– Sell
-3,505
Closed -$205K – 1037
2024
Q4 		$205K Buy
+3,505
New +$205K 0.01% 845

Other funds holding ATE

BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CP
Canopy Partners Cincinnati, Ohio $332M AUM 31.97% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Diversified Trust's ATE Position: Q2 2026 in Review

Diversified Trust increased its Advantest Corp (ATE) stake by 7.1% in Q2 2026, buying an estimated $40.8K and bringing the position to 3,095 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #687.

Diversified Trust first reported a position in ATE in Q4 2024 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold ATE as of Q2 2026.

  • Diversified Trust held 3,095 shares of Advantest Corp worth $616K as of Q2 2026.
  • Diversified Trust bought 205 Advantest Corp shares in Q2 2026, an estimated $40.8K.
  • Advantest Corp made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #687 holding.
  • Diversified Trust first reported a position in Advantest Corp in Q4 2024 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held Advantest Corp as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.