IMA Advisory Services’s ATI ATI Stock Holding History

IMA Advisory Services’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	$5.13K	Buy	26 +9	+53%	+$1.53K	﹤0.01%	906
2026 Q1	$2.47K	Buy	+17	New	+$2.37K	﹤0.01%	598
2018 Q3	–	Sell	-630	Closed	-$16K	–	353
2018 Q2	$16K	Buy	+630	New	+$17K	0.01%	231
2018 Q1	–	Sell	-78,837	Closed	-$1.9M	–	112
2017 Q4	$1.9M	Buy	78,837 +7,447	+10%	+$177K	0.85%	44
2017 Q3	$1.71M	Sell	71,390 -5,615	-7%	-$111K	0.79%	48
2017 Q2	$1.31M	Sell	77,005 -2,345	-3%	-$39.4K	0.63%	56
2017 Q1	$1.43M	Sell	79,350 -8,754	-10%	-$165K	0.72%	50
2016 Q4	$1.4M	Buy	+88,104	New	+$1.46M	0.86%	42

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IMA Advisory Services's ATI Position: Q2 2026 in Review

IMA Advisory Services increased its ATI (ATI) stake by 53% in Q2 2026, buying an estimated $1.53K and bringing the position to 26 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

IMA Advisory Services first reported a position in ATI in Q4 2016 and has held it in 8 quarters since. The position peaked at $1.9M in Q4 2017. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

IMA Advisory Services held 26 shares of ATI worth $5.13K as of Q2 2026.
IMA Advisory Services bought 9 ATI shares in Q2 2026, an estimated $1.53K.
ATI made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #906 holding.
IMA Advisory Services first reported a position in ATI in Q4 2016 and has held it in 8 quarters since.
IMA Advisory Services's ATI position peaked at $1.9M in Q4 2017.
793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.