EWA
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EverSource Wealth Advisors’s ATI ATI Stock Holding History

EverSource Wealth Advisors’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 		$504K Sell
2,557
-1,199
-32% -$203K 0.02% 564
2026
Q1 		$546K Sell
3,756
-111
-3% -$15.5K 0.02% 567
2025
Q4 		$444K Buy
3,867
+910
+31% +$88.7K 0.02% 581
2025
Q3 		$241K Sell
2,957
-13
-0.4% -$1.05K 0.01% 814
2025
Q2 		$256K Buy
2,970
+1,429
+93% +$97.8K 0.01% 751
2025
Q1 		$80.2K Sell
1,541
-188
-11% -$10.7K ﹤0.01% 1002
2024
Q4 		$95.2K Buy
1,729
+288
+20% +$17K 0.01% 921
2024
Q3 		$96.4K Buy
1,441
+3
+0.2% +$186 0.01% 798
2024
Q2 		$97.4K Buy
1,438
+85
+6% +$4.76K 0.01% 811
2024
Q1 		$80.8K Buy
1,353
+1,010
+294% +$45.7K 0.01% 794
2023
Q4 		$15.6K Sell
343
-31
-8% -$1.29K ﹤0.01% 1359
2023
Q3 		$15.4K Hold
374
– – ﹤0.01% 1229
2023
Q2 		$16.5K Hold
374
– – ﹤0.01% 1224
2023
Q1 		$14.8K Hold
374
– – ﹤0.01% 1204
2022
Q4 		$11.2K Sell
374
-73
-16% -$2.14K ﹤0.01% 1291
2022
Q3 		$12K Buy
447
+115
+35% +$3.2K ﹤0.01% 1064
2022
Q2 		$7K Buy
332
+149
+81% +$3.93K ﹤0.01% 1139
2022
Q1 		$5K Hold
183
– – ﹤0.01% 1221
2021
Q4 		$3K Buy
+183
New +$2.94K ﹤0.01% 1392

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

EverSource Wealth Advisors's ATI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its ATI (ATI) stake by 32% in Q2 2026, selling an estimated $203K and leaving 2,557 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #564.

EverSource Wealth Advisors first reported a position in ATI in Q4 2021 and has held it in 19 quarters since. The position peaked at $546K in Q1 2026. 794 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • EverSource Wealth Advisors held 2,557 shares of ATI worth $504K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,199 ATI shares in Q2 2026, an estimated $203K.
  • ATI made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #564 holding.
  • EverSource Wealth Advisors first reported a position in ATI in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's ATI position peaked at $546K in Q1 2026.
  • 794 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.