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Kiley Juergens Wealth Management’s ATI ATI Stock Holding History

Kiley Juergens Wealth Management’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 		$394K Hold
1,998
– – 0.06% 169
2026
Q1 		$291K Buy
+1,998
New +$278K 0.05% 189
2018
Q4 		– Sell
-88
Closed -$2K – 82
2018
Q3 		$2K Hold
88
– – ﹤0.01% 572
2018
Q2 		$2K Buy
+88
New +$2.38K ﹤0.01% 522
2018
Q1 		– Sell
-88
Closed -$2K – 120
2017
Q4 		$2K Buy
+88
New +$2.09K ﹤0.01% 626

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

Kiley Juergens Wealth Management's ATI Position: Q2 2026 in Review

Kiley Juergens Wealth Management held its ATI (ATI) position steady in Q2 2026 at 1,998 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #169.

Kiley Juergens Wealth Management first reported a position in ATI in Q4 2017 and has held it in 5 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Kiley Juergens Wealth Management held 1,998 shares of ATI worth $394K as of Q2 2026.
  • Kiley Juergens Wealth Management left its ATI share count unchanged in Q2 2026.
  • ATI made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Kiley Juergens Wealth Management first reported a position in ATI in Q4 2017 and has held it in 5 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.