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J. Safra Sarasin Holding’s Atmos Energy ATO Stock Holding History

J. Safra Sarasin Holding’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62M Buy
9,425
+72
+0.8% +$12.9K 0.02% 301
2026
Q1 		$1.73M Sell
9,353
-4,439
-32% -$784K 0.03% 225
2025
Q4 		$2.31M Buy
+13,792
New +$2.38M 0.04% 193
2024
Q3 		– Sell
-22,550
Closed -$2.63M – 447
2024
Q2 		$2.63M Buy
+22,550
New +$2.63M 0.05% 193

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J. Safra Sarasin Holding's ATO Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Atmos Energy (ATO) stake by 0.77% in Q2 2026, buying an estimated $12.9K and bringing the position to 9,425 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #301.

J. Safra Sarasin Holding first reported a position in ATO in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.63M in Q2 2024. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • J. Safra Sarasin Holding held 9,425 shares of Atmos Energy worth $1.62M as of Q2 2026.
  • J. Safra Sarasin Holding bought 72 Atmos Energy shares in Q2 2026, an estimated $12.9K.
  • Atmos Energy made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #301 holding.
  • J. Safra Sarasin Holding first reported a position in Atmos Energy in Q2 2024 and has held it in 4 quarters since.
  • J. Safra Sarasin Holding's Atmos Energy position peaked at $2.63M in Q2 2024.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.