Evolve Private Wealth’s ATI ATI Stock Holding History

Evolve Private Wealth’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	–	Sell	-1,481	Closed	-$215K	–	1017
2026 Q1	$215K	Buy	+1,481	New	+$206K	0.01%	909

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolve Private Wealth's ATI Position: Q2 2026 in Review

Evolve Private Wealth sold out of ATI (ATI) in Q2 2026, closing a stake of 1,481 shares — an estimated $215K sold.

Evolve Private Wealth first reported a position in ATI in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Evolve Private Wealth reported no remaining ATI position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 1,481 ATI shares in Q2 2026, an estimated $215K.
Evolve Private Wealth first reported a position in ATI in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's ATI position peaked at $215K in Q1 2026.
795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.