EP
ATI icon

Essential Partners’s ATI ATI Stock Holding History

Essential Partners’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 		$236K Buy
1,197
+93
+8% +$15.8K 0.11% 202
2026
Q1 		$161K Buy
1,104
+10
+0.9% +$1.39K 0.05% 321
2025
Q4 		$126K Buy
1,094
+1,086
+13,575% +$106K 0.04% 394
2025
Q3 		$651 Buy
8
+5
+167% +$405 ﹤0.01% 2141
2025
Q2 		$259 Buy
+3
New +$205 ﹤0.01% 1881

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Essential Partners's ATI Position: Q2 2026 in Review

Essential Partners increased its ATI (ATI) stake by 8.4% in Q2 2026, buying an estimated $15.8K and bringing the position to 1,197 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #202.

Essential Partners first reported a position in ATI in Q2 2025 and has held it in 5 quarters since. 791 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Essential Partners held 1,197 shares of ATI worth $236K as of Q2 2026.
  • Essential Partners bought 93 ATI shares in Q2 2026, an estimated $15.8K.
  • ATI made up 0.11% of Essential Partners's portfolio in Q2 2026, its #202 holding.
  • Essential Partners first reported a position in ATI in Q2 2025 and has held it in 5 quarters since.
  • 791 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.