Envestnet Portfolio Solutions
ATI icon

Envestnet Portfolio Solutions’s ATI ATI Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$4.21M Sell
28,970
-8,808
-23% -$1.23M 0.02% 313
2025
Q4 		$4.34M Sell
37,778
-1,904
-5% -$186K 0.02% 387
2025
Q3 		$3.23M Buy
39,682
+8,532
+27% +$691K 0.01% 429
2025
Q2 		$2.69M Buy
31,150
+3,098
+11% +$212K 0.01% 489
2025
Q1 		$1.46M Buy
28,052
+4,126
+17% +$234K 0.01% 685
2024
Q4 		$1.32M Buy
23,926
+6,299
+36% +$371K ﹤0.01% 819
2024
Q3 		$1.18M Buy
+17,627
New +$1.09M ﹤0.01% 839

Other funds holding ATI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return