Insight Wealth Strategies’s ATI ATI Stock Holding History

Insight Wealth Strategies’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	$279K	Hold	1,454	–	–	0.03%	164
2026 Q1	$211K	Buy	+1,454	New	+$202K	0.02%	173
2024 Q4	–	Sell	-39,977	Closed	-$2.67M	–	154
2024 Q3	$2.67M	Sell	39,977 -5,437	-12%	-$338K	0.35%	73
2024 Q2	$2.52M	Sell	45,414 -1,489	-3%	-$83.4K	0.36%	63
2024 Q1	$2.4M	Sell	46,903 -2	-0%	-$90	0.35%	59
2023 Q4	$2.13M	Buy	46,905 +9,569	+26%	+$397K	0.34%	57
2023 Q3	$1.54M	Buy	37,336 +928	+3%	+$41.2K	0.3%	72
2023 Q2	$1.61M	Sell	36,408 -277	-0.8%	-$10.6K	0.31%	60
2023 Q1	$1.45M	Sell	36,685 -620	-2%	-$23.4K	0.28%	68
2022 Q4	$1.11M	Buy	+37,305	New	+$1.09M	0.22%	85

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

Insight Wealth Strategies's ATI Position: Q2 2026 in Review

Insight Wealth Strategies held its ATI (ATI) position steady in Q2 2026 at 1,454 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #164.

Insight Wealth Strategies first reported a position in ATI in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.67M in Q3 2024. 791 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Insight Wealth Strategies held 1,454 shares of ATI worth $279K as of Q2 2026.
Insight Wealth Strategies left its ATI share count unchanged in Q2 2026.
ATI made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #164 holding.
Insight Wealth Strategies first reported a position in ATI in Q4 2022 and has held it in 10 quarters since.
Insight Wealth Strategies's ATI position peaked at $2.67M in Q3 2024.
791 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.