Journey Strategic Wealth’s ATI ATI Stock Holding History

Journey Strategic Wealth’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 Q1	$727K	Buy	4,999 +198	+4%	+$27.6K	0.02%	252
2025 Q4	$551K	Buy	4,801 +284	+6%	+$27.7K	0.01%	287
2025 Q3	$367K	Sell	4,517 -1,076	-19%	-$87.2K	0.01%	390
2025 Q2	$483K	Buy	5,593 +188	+3%	+$12.9K	0.02%	299
2025 Q1	$281K	Sell	5,405 -64	-1%	-$3.63K	0.01%	353
2024 Q4	$301K	Hold	5,469	–	–	0.01%	328
2024 Q3	$366K	Hold	5,469	–	–	0.01%	282
2024 Q2	$303K	Buy	5,469 +146	+3%	+$8.18K	0.01%	249
2024 Q1	$272K	Sell	5,323 -6,233	-54%	-$282K	0.01%	211
2023 Q4	$525K	Buy	11,556 +6,233	+117%	+$259K	0.02%	100
2023 Q3	$219K	Sell	5,323 -814	-13%	-$36.2K	0.01%	155
2023 Q2	$271K	Sell	6,137 -6	-0.1%	-$230	0.01%	130
2023 Q1	$242K	Buy	+6,143	New	+$232K	0.03%	197

Other funds holding ATI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Journey Strategic Wealth's ATI Position: Q1 2026 in Review

Journey Strategic Wealth increased its ATI (ATI) stake by 4.1% in Q1 2026, buying an estimated $27.6K and bringing the position to 4,999 shares worth $727K. The position accounts for 0.02% of the portfolio, ranked #252.

Journey Strategic Wealth first reported a position in ATI in Q1 2023 and has held it in 13 quarters since. 674 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

Journey Strategic Wealth held 4,999 shares of ATI worth $727K as of Q1 2026.
Journey Strategic Wealth bought 198 ATI shares in Q1 2026, an estimated $27.6K.
ATI made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #252 holding.
Journey Strategic Wealth first reported a position in ATI in Q1 2023 and has held it in 13 quarters since.
674 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.