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Global Retirement Partners’s ATI ATI Stock Holding History

Global Retirement 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
Q2 		$786K Buy
+3,989
New +$676K 0.01% 840
2025
Q4 		$702K Buy
6,115
+6,035
+7,544% +$588K 0.01% 785
2025
Q3 		$6.51K Sell
80
-82
-51% -$6.64K ﹤0.01% 2869
2025
Q2 		$14K Buy
+162
New +$11.1K ﹤0.01% 2447
2024
Q4 		$3.8K Sell
69
-884
-93% -$52.1K ﹤0.01% 2814
2024
Q3 		$63.8K Buy
953
+642
+206% +$39.9K ﹤0.01% 1444
2024
Q2 		$17.2K Buy
311
+238
+326% +$13.3K ﹤0.01% 2063
2024
Q1 		$3.73K Sell
73
-100
-58% -$4.52K ﹤0.01% 2518
2023
Q4 		$7.33K Sell
173
-25
-13% -$1.04K ﹤0.01% 2183
2023
Q3 		$7.95K Hold
198
– – ﹤0.01% 2041
2023
Q2 		$8.76K Sell
198
-7
-3% -$268 ﹤0.01% 2007
2023
Q1 		$7.79K Sell
205
-4
-2% -$151 ﹤0.01% 2010
2022
Q4 		$6.24K Buy
209
+100
+92% +$2.93K ﹤0.01% 1949
2022
Q3 		$3K Buy
109
+28
+35% +$780 ﹤0.01% 2068
2022
Q2 		$2K Sell
81
-18
-18% -$474 ﹤0.01% 2153
2022
Q1 		$3K Buy
+99
New +$2.29K ﹤0.01% 2024
2020
Q1 		– Sell
-176
Closed -$4K – 1578
2019
Q4 		$4K Sell
176
-31
-15% -$672 ﹤0.01% 1358
2019
Q3 		$4K Hold
207
– – ﹤0.01% 1327
2019
Q2 		$5K Hold
207
– – ﹤0.01% 1267
2019
Q1 		$5K Sell
207
-52
-20% -$1.37K ﹤0.01% 1224
2018
Q4 		$6K Sell
259
-46
-15% -$1.19K ﹤0.01% 1091
2018
Q3 		$9K Hold
305
– – ﹤0.01% 1052
2018
Q2 		$8K Hold
305
– – ﹤0.01% 1053
2018
Q1 		$7K Sell
305
-60
-16% -$1.61K ﹤0.01% 1050
2017
Q4 		$9K Buy
365
+59
+19% +$1.4K ﹤0.01% 939
2017
Q3 		$7K Sell
306
-102
-25% -$2.02K ﹤0.01% 919
2017
Q2 		$7K Buy
408
+124
+44% +$2.09K ﹤0.01% 853
2017
Q1 		$5K Hold
284
– – ﹤0.01% 896
2016
Q4 		$5K Buy
+284
New +$4.72K ﹤0.01% 835

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

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

Global Retirement Partners opened a new position in ATI (ATI) in Q2 2026: 3,989 shares worth $786K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ATI as recently as Q4 2025.

Global Retirement Partners first reported a position in ATI in Q4 2016 and has held it in 29 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Global Retirement Partners held 3,989 shares of ATI worth $786K as of Q2 2026.
  • ATI was a new Global Retirement Partners position in Q2 2026.
  • ATI made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #840 holding.
  • Global Retirement Partners first reported a position in ATI in Q4 2016 and has held it in 29 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

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