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Integrated Wealth Concepts’s ATI ATI Stock Holding History

Integrated Wealth Concepts’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 		$1.16M Buy
5,890
+425
+8% +$72K 0.01% 1126
2026
Q1 		$795K Buy
5,465
+2,997
+121% +$417K 0.01% 1252
2025
Q4 		$283K Buy
+2,468
New +$241K ﹤0.01% 1348

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

Integrated Wealth Concepts's ATI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its ATI (ATI) stake by 7.8% in Q2 2026, buying an estimated $72K and bringing the position to 5,890 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1126.

Integrated Wealth Concepts first reported a position in ATI in Q4 2025 and has held it in 3 quarters since. 794 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Integrated Wealth Concepts held 5,890 shares of ATI worth $1.16M as of Q2 2026.
  • Integrated Wealth Concepts bought 425 ATI shares in Q2 2026, an estimated $72K.
  • ATI made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1126 holding.
  • Integrated Wealth Concepts first reported a position in ATI in Q4 2025 and has held it in 3 quarters since.
  • 794 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.