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Forum Financial Management’s ATI ATI Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-3,918
Closed -$450K – 389
2025
Q4 		$450K Hold
3,918
– – 0.01% 532
2025
Q3 		$319K Hold
3,918
– – ﹤0.01% 706
2025
Q2 		$338K Buy
3,918
+9
+0.2% +$616 0.01% 603
2025
Q1 		$203K Buy
3,909
+10
+0.3% +$568 ﹤0.01% 811
2024
Q4 		$215K Buy
3,899
+88
+2% +$5.19K ﹤0.01% 812
2024
Q3 		$255K Buy
3,811
+2
+0.1% +$124 ﹤0.01% 599
2024
Q2 		$211K Buy
+3,809
New +$213K ﹤0.01% 653

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Forum Financial Management's ATI Position: Q1 2026 in Review

Forum Financial Management sold out of ATI (ATI) in Q1 2026, closing a stake of 3,918 shares — an estimated $450K sold.

Forum Financial Management first reported a position in ATI in Q2 2024 and held it in 7 quarters. The position peaked at $450K in Q4 2025. 678 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

  • Forum Financial Management reported no remaining ATI position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,918 ATI shares in Q1 2026, an estimated $450K.
  • Forum Financial Management first reported a position in ATI in Q2 2024 and held it in 7 quarters.
  • Forum Financial Management's ATI position peaked at $450K in Q4 2025.
  • 678 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.