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Financial Consulate’s ATI ATI Stock Holding History

Financial Consulate’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 		$9.86K Hold
50
– – ﹤0.01% 677
2026
Q1 		$7.27K Hold
50
– – ﹤0.01% 713
2025
Q4 		$5.74K Buy
+50
New +$4.87K ﹤0.01% 716
2015
Q3 		– Sell
-138,617
Closed -$4.19M – 61
2015
Q2 		$4.19M Buy
138,617
+2,990
+2% +$98.9K 3.09% 11
2015
Q1 		$4.07M Buy
135,627
+4,536
+3% +$141K 3.43% 11
2014
Q4 		$4.56M Buy
+131,091
New +$4.33M 3% 10

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

Financial Consulate's ATI Position: Q2 2026 in Review

Financial Consulate held its ATI (ATI) position steady in Q2 2026 at 50 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Financial Consulate first reported a position in ATI in Q4 2014 and has held it in 6 quarters since. The position peaked at $4.56M in Q4 2014. 792 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Financial Consulate held 50 shares of ATI worth $9.86K as of Q2 2026.
  • Financial Consulate left its ATI share count unchanged in Q2 2026.
  • ATI made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #677 holding.
  • Financial Consulate first reported a position in ATI in Q4 2014 and has held it in 6 quarters since.
  • Financial Consulate's ATI position peaked at $4.56M in Q4 2014.
  • 792 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.