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Golden State Wealth Management’s ATI ATI Stock Holding History

Golden State Wealth 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
Q2 		$60.7K Buy
308
+16
+5% +$2.71K 0.01% 680
2026
Q1 		$42.5K Hold
292
– – ﹤0.01% 723
2025
Q4 		$33.5K Hold
292
– – ﹤0.01% 789
2025
Q3 		$23.8K Hold
292
– – ﹤0.01% 877
2025
Q2 		$25.2K Hold
292
– – ﹤0.01% 823
2025
Q1 		$15.2K Hold
292
– – ﹤0.01% 881
2024
Q4 		$16.1K Buy
+292
New +$17.2K ﹤0.01% 823

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

Golden State Wealth Management's ATI Position: Q2 2026 in Review

Golden State Wealth Management increased its ATI (ATI) stake by 5.5% in Q2 2026, buying an estimated $2.71K and bringing the position to 308 shares worth $60.7K. The position accounts for 0.01% of the portfolio, ranked #680.

Golden State Wealth Management first reported a position in ATI in Q4 2024 and has held it in 7 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Golden State Wealth Management held 308 shares of ATI worth $60.7K as of Q2 2026.
  • Golden State Wealth Management bought 16 ATI shares in Q2 2026, an estimated $2.71K.
  • ATI made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #680 holding.
  • Golden State Wealth Management first reported a position in ATI in Q4 2024 and has held it in 7 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.