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Greenline Wealth Management’s ATI ATI Stock Holding History

Greenline 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 		$222K Buy
+1,124
New +$191K 0.18% 113
2026
Q1 		– Sell
-698
Closed -$80.1K – 135
2025
Q4 		$80.1K Buy
+698
New +$68K 0.08% 155

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 $3.38T AUM 44.17% 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

Greenline Wealth Management's ATI Position: Q2 2026 in Review

Greenline Wealth Management opened a new position in ATI (ATI) in Q2 2026: 1,124 shares worth $222K. The stake represents 0.18% of the portfolio and ranks #113 among its holdings. This is a return to the name: Greenline Wealth Management previously reported a position in ATI as recently as Q4 2025.

Greenline Wealth Management first reported a position in ATI in Q4 2025 and has held it in 2 quarters since. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Greenline Wealth Management held 1,124 shares of ATI worth $222K as of Q2 2026.
  • ATI was a new Greenline Wealth Management position in Q2 2026.
  • ATI made up 0.18% of Greenline Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Greenline Wealth Management first reported a position in ATI in Q4 2025 and has held it in 2 quarters since.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.