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Juncture Wealth Strategies’s ATI ATI Stock Holding History

Juncture 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 		$490K Hold
2,487
– – 0.13% 114
2026
Q1 		$362K Hold
2,487
– – 0.12% 93
2025
Q4 		$285K Hold
2,487
– – 0.09% 108
2025
Q3 		$202K Sell
2,487
-297
-11% -$24.1K 0.07% 125
2025
Q2 		$240K Buy
+2,784
New +$191K 0.09% 111

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

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

Juncture Wealth Strategies held its ATI (ATI) position steady in Q2 2026 at 2,487 shares worth $490K. The position accounts for 0.13% of the portfolio, ranked #114.

Juncture Wealth Strategies first reported a position in ATI in Q2 2025 and has held it in 5 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Juncture Wealth Strategies held 2,487 shares of ATI worth $490K as of Q2 2026.
  • Juncture Wealth Strategies left its ATI share count unchanged in Q2 2026.
  • ATI made up 0.13% of Juncture Wealth Strategies's portfolio in Q2 2026, its #114 holding.
  • Juncture Wealth Strategies first reported a position in ATI in Q2 2025 and has held it in 5 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.