Global Retirement Partners’s Anterix ATEX Stock Holding History

Global Retirement Partners’s Portfolio ATEX Stock Details ATEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$926	Buy	+9	New	+$528	﹤0.01%	4201
2025 Q4	$196	Buy	+9	New	+$187	﹤0.01%	4110
2025 Q3	–	Sell	-50	Closed	-$1.28K	–	3876
2025 Q2	$1.28K	Buy	+50	New	+$1.46K	﹤0.01%	3381
2024 Q4	$1.53K	Hold	50	–	–	﹤0.01%	3167
2024 Q3	$1.88K	Hold	50	–	–	﹤0.01%	2956
2024 Q2	$1.98K	Hold	50	–	–	﹤0.01%	2967
2024 Q1	$1.68K	Hold	50	–	–	﹤0.01%	2815
2023 Q4	$1.5K	Hold	50	–	–	﹤0.01%	2775
2023 Q3	$1.56K	Buy	50 +11	+28%	+$346	﹤0.01%	2624
2023 Q2	$1.24K	Hold	39	–	–	﹤0.01%	2712
2023 Q1	$1.22K	Hold	39	–	–	﹤0.01%	2667
2022 Q4	$1.25K	Hold	39	–	–	﹤0.01%	2519
2022 Q3	$1K	Hold	39	–	–	﹤0.01%	2375
2022 Q2	$2K	Hold	39	–	–	﹤0.01%	2151
2022 Q1	$2K	Buy	+39	New	+$2.13K	﹤0.01%	2136
2021 Q4	–	Sell	-545	Closed	-$33K	–	346
2021 Q3	$33K	Hold	545	–	–	﹤0.01%	1006
2021 Q2	$33K	Sell	545 -1	-0.2%	-$50	﹤0.01%	1013
2021 Q1	$26K	Buy	+546	New	+$22.5K	﹤0.01%	1019

Other funds holding ATEX

OCAM

Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Plustick Management Charlottesville, Virginia $269M AUM 340.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Global Retirement Partners's ATEX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Anterix (ATEX) in Q2 2026: 9 shares worth $926. The stake represents ﹤0.01% of the portfolio and ranks #4201 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ATEX as recently as Q4 2025.

Global Retirement Partners first reported a position in ATEX in Q1 2021 and has held it in 18 quarters since. The position peaked at $33K in Q3 2021. 171 funds tracked by Wall St. Rank hold ATEX as of Q2 2026.

Global Retirement Partners held 9 shares of Anterix worth $926 as of Q2 2026.
Anterix was a new Global Retirement Partners position in Q2 2026.
Anterix made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4201 holding.
Global Retirement Partners first reported a position in Anterix in Q1 2021 and has held it in 18 quarters since.
Global Retirement Partners's Anterix position peaked at $33K in Q3 2021.
171 funds tracked by Wall St. Rank held Anterix as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.