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Kestra Private Wealth Services’s ATI ATI Stock Holding History

Kestra Private Wealth Services’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 		$2.11M Sell
10,719
-2,292
-18% -$389K 0.02% 573
2026
Q1 		$1.89M Buy
13,011
+3,260
+33% +$454K 0.02% 575
2025
Q4 		$1.12M Buy
9,751
+42
+0.4% +$4.09K 0.01% 760
2025
Q3 		$790K Buy
9,709
+4,344
+81% +$352K 0.01% 883
2025
Q2 		$463K Buy
+5,365
New +$367K 0.01% 1078

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's ATI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its ATI (ATI) stake by 18% in Q2 2026, selling an estimated $389K and leaving 10,719 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #573.

Kestra Private Wealth Services first reported a position in ATI in Q2 2025 and has held it in 5 quarters since. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Kestra Private Wealth Services held 10,719 shares of ATI worth $2.11M as of Q2 2026.
  • Kestra Private Wealth Services sold 2,292 ATI shares in Q2 2026, an estimated $389K.
  • ATI made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #573 holding.
  • Kestra Private Wealth Services first reported a position in ATI in Q2 2025 and has held it in 5 quarters since.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.