Diversified Trust’s ATI ATI Stock Holding History

Diversified Trust’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	$282K	Buy	1,430 +20	+1%	+$3.39K	﹤0.01%	934
2026 Q1	$205K	Buy	+1,410	New	+$196K	﹤0.01%	971
2015 Q1	–	Sell	-20,290	Closed	-$705K	–	494
2014 Q4	$705K	Buy	+20,290	New	+$671K	0.06%	277
2014 Q2	$1.44M	Buy	+31,810	New	+$1.3M	0.12%	203
2013 Q4	$2.08M	Sell	58,330 -1,630	-3%	-$53.6K	0.21%	77
2013 Q3	$1.83M	Buy	59,960 +5,480	+10%	+$153K	0.19%	102
2013 Q2	$1.43M	Buy	+54,480	New	+$1.54M	0.17%	111

Other funds holding ATI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Diversified Trust's ATI Position: Q2 2026 in Review

Diversified Trust increased its ATI (ATI) stake by 1.4% in Q2 2026, buying an estimated $3.39K and bringing the position to 1,430 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Diversified Trust first reported a position in ATI in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.08M in Q4 2013. 103 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Diversified Trust held 1,430 shares of ATI worth $282K as of Q2 2026.
Diversified Trust bought 20 ATI shares in Q2 2026, an estimated $3.39K.
ATI made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #934 holding.
Diversified Trust first reported a position in ATI in Q2 2013 and has held it in 7 quarters since.
Diversified Trust's ATI position peaked at $2.08M in Q4 2013.
103 funds tracked by Wall St. Rank held ATI as of Q2 2026.

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