Great Valley Advisor Group
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Great Valley Advisor Group’s ATI ATI Stock Holding History

Great Valley Advisor Group’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
Q3 		$380K Buy
2,005
+412
+26% +$82.2K 0.01% 853
2026
Q2 		$314K Buy
+1,593
New +$270K 0.01% 840

Other funds holding ATI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Great Valley Advisor Group's ATI Position: Q3 2026 in Review

Great Valley Advisor Group increased its ATI (ATI) stake by 26% in Q3 2026, buying an estimated $82.2K and bringing the position to 2,005 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #853.

Great Valley Advisor Group first reported a position in ATI in Q2 2026 and has held it in 2 quarters since. 680 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Great Valley Advisor Group held 2,005 shares of ATI worth $380K as of Q3 2026.
  • Great Valley Advisor Group bought 412 ATI shares in Q3 2026, an estimated $82.2K.
  • ATI made up 0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #853 holding.
  • Great Valley Advisor Group first reported a position in ATI in Q2 2026 and has held it in 2 quarters since.
  • 680 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.