FourThought Financial Partners’s ATI ATI Stock Holding History

FourThought Financial Partners’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	$1.93M	Sell	13,259 -568	-4%	-$79.1K	0.17%	105
2025 Q4	$1.59M	Sell	13,827 -555	-4%	-$54.1K	0.13%	110
2025 Q3	$1.17M	Buy	14,382 +1,300	+10%	+$105K	0.1%	126
2025 Q2	$1.13M	Sell	13,082 -1,118	-8%	-$76.5K	0.11%	127
2025 Q1	$739K	Sell	14,200 -336	-2%	-$19.1K	0.08%	153
2024 Q4	$800K	Buy	+14,536	New	+$857K	0.08%	148
2024 Q2	–	Sell	-16,197	Closed	-$829K	–	193
2024 Q1	$829K	Sell	16,197 -5,331	-25%	-$241K	0.1%	154
2023 Q4	$979K	Hold	21,528	–	–	0.12%	126
2023 Q3	$886K	Hold	21,528	–	–	0.12%	128
2023 Q2	$952K	Buy	+21,528	New	+$824K	0.13%	124

Other funds holding ATI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

FourThought Financial Partners's ATI Position: Q1 2026 in Review

FourThought Financial Partners reduced its ATI (ATI) stake by 4.1% in Q1 2026, selling an estimated $79.1K and leaving 13,259 shares worth $1.93M. The position accounts for 0.17% of the portfolio, ranked #105.

FourThought Financial Partners first reported a position in ATI in Q2 2023 and has held it in 10 quarters since. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

FourThought Financial Partners held 13,259 shares of ATI worth $1.93M as of Q1 2026.
FourThought Financial Partners sold 568 ATI shares in Q1 2026, an estimated $79.1K.
ATI made up 0.17% of FourThought Financial Partners's portfolio in Q1 2026, its #105 holding.
FourThought Financial Partners first reported a position in ATI in Q2 2023 and has held it in 10 quarters since.
673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.