HWM
ATI icon

Howard Wealth Management’s ATI ATI Stock Holding History

Howard 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 		$390K Sell
1,981
-100
-5% -$17K 0.14% 100
2026
Q1 		$303K Hold
2,081
– – 0.13% 107
2025
Q4 		$239K Buy
+2,081
New +$203K 0.1% 121
2020
Q1 		– Sell
-2,081
Closed -$42K – 127
2019
Q4 		$42K Buy
+2,081
New +$45.1K 0.04% 212

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

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

Howard Wealth Management reduced its ATI (ATI) stake by 4.8% in Q2 2026, selling an estimated $17K and leaving 1,981 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #100.

Howard Wealth Management first reported a position in ATI in Q4 2019 and has held it in 4 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Howard Wealth Management held 1,981 shares of ATI worth $390K as of Q2 2026.
  • Howard Wealth Management sold 100 ATI shares in Q2 2026, an estimated $17K.
  • ATI made up 0.14% of Howard Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Howard Wealth Management first reported a position in ATI in Q4 2019 and has held it in 4 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.