WAUI
ARTY

WELLINGTON-ALTUS USA INC.’s iShares Future AI & Tech ETF ARTY Stock Holding History

WELLINGTON-ALTUS USA INC.’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.5K Hold
635
– – 0.02% 419
2026
Q1 		$48.4K Hold
635
– – 0.03% 348
2025
Q4 		$30.6K Buy
+635
New +$30.6K 0.02% 392

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s ARTY Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 635 shares worth $29.5K. The position accounts for 0.02% of the portfolio, ranked #419.

WELLINGTON-ALTUS USA INC. first reported a position in ARTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $48.4K in Q1 2026. 402 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 635 shares of iShares Future AI & Tech ETF worth $29.5K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.02% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #419 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares Future AI & Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares Future AI & Tech ETF position peaked at $48.4K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.