Howard Wealth Management
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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
Q3 		$375K Hold
1,981
– – 0.14% 100
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

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DekaBank Deutsche Girozentrale
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Howard Wealth Management's ATI Position: Q3 2026 in Review

Howard Wealth Management held its ATI (ATI) position steady in Q3 2026 at 1,981 shares worth $375K. 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 5 quarters since. The position peaked at $390K in Q2 2026. 246 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Howard Wealth Management held 1,981 shares of ATI worth $375K as of Q3 2026.
  • Howard Wealth Management left its ATI share count unchanged in Q3 2026.
  • ATI made up 0.14% of Howard Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Howard Wealth Management first reported a position in ATI in Q4 2019 and has held it in 5 quarters since.
  • Howard Wealth Management's ATI position peaked at $390K in Q2 2026.
  • 246 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.