Diversify Wealth Management
ATCH icon

Diversify Wealth Management’s ATLASCLEAR HOLDINGS INC 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
Q3 		$10.8K Hold
61,000
– – ﹤0.01% 1271
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Fairway Wealth
Fairway Wealth Independence, Ohio $462M AUM 11.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Diversify Wealth Management's ATCH Position: Q3 2026 in Review

Diversify Wealth Management held its ATLASCLEAR HOLDINGS INC (ATCH) position steady in Q3 2026 at 61,000 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Diversify Wealth Management first reported a position in ATCH in Q3 2025 and has held it in 5 quarters since. The position peaked at $21.5K in Q3 2025. 20 funds tracked by Wall St. Rank hold ATCH as of Q3 2026.

  • Diversify Wealth Management held 61,000 shares of ATLASCLEAR HOLDINGS INC worth $10.8K as of Q3 2026.
  • Diversify Wealth Management left its ATLASCLEAR HOLDINGS INC share count unchanged in Q3 2026.
  • ATLASCLEAR HOLDINGS INC made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1271 holding.
  • Diversify Wealth Management first reported a position in ATLASCLEAR HOLDINGS INC in Q3 2025 and has held it in 5 quarters since.
  • Diversify Wealth Management's ATLASCLEAR HOLDINGS INC position peaked at $21.5K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held ATLASCLEAR HOLDINGS INC as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.