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HB Wealth Management’s ATI ATI Stock Holding History

HB 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 		$981K Buy
4,979
+861
+21% +$146K 0.01% 753
2026
Q1 		$599K Buy
4,118
+896
+28% +$125K ﹤0.01% 891
2025
Q4 		$370K Buy
+3,222
New +$314K ﹤0.01% 1040

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

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

HB Wealth Management increased its ATI (ATI) stake by 21% in Q2 2026, buying an estimated $146K and bringing the position to 4,979 shares worth $981K. The position accounts for 0.01% of the portfolio, ranked #753.

HB Wealth Management first reported a position in ATI in Q4 2025 and has held it in 3 quarters since. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • HB Wealth Management held 4,979 shares of ATI worth $981K as of Q2 2026.
  • HB Wealth Management bought 861 ATI shares in Q2 2026, an estimated $146K.
  • ATI made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #753 holding.
  • HB Wealth Management first reported a position in ATI in Q4 2025 and has held it in 3 quarters since.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.