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Diversify Wealth Management’s AtlasClear ATCH Stock Holding History

Diversify Wealth Management’s Portfolio ATCH Stock Details ATCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11K Hold
61,000
– – ﹤0.01% 1250
2026
Q1 		$17.8K Hold
61,000
– – ﹤0.01% 1141
2025
Q4 		$16.3K Hold
61,000
– – ﹤0.01% 621
2025
Q3 		$21.5K Buy
+61,000
New +$19.4K ﹤0.01% 540

Other funds holding ATCH

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Diversify Wealth Management's ATCH Position: Q2 2026 in Review

Diversify Wealth Management held its AtlasClear (ATCH) position steady in Q2 2026 at 61,000 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Diversify Wealth Management first reported a position in ATCH in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.5K in Q3 2025. 29 funds tracked by Wall St. Rank hold ATCH as of Q2 2026.

  • Diversify Wealth Management held 61,000 shares of AtlasClear worth $11K as of Q2 2026.
  • Diversify Wealth Management left its AtlasClear share count unchanged in Q2 2026.
  • AtlasClear made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1250 holding.
  • Diversify Wealth Management first reported a position in AtlasClear in Q3 2025 and has held it in 4 quarters since.
  • Diversify Wealth Management's AtlasClear position peaked at $21.5K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held AtlasClear as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.