Kingswood Wealth Advisors’s AtaiBeckley Inc ATAI Stock Holding History

Kingswood Wealth Advisors’s Portfolio ATAI Stock Details ATAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$158K	Hold	30,007	–	–	0.01%	966
2026 Q1	$106K	Buy	30,007 +7	+0%	+$26	0.01%	907
2025 Q4	$123K	Sell	30,000 -10,000	-25%	-$47.2K	0.01%	848
2025 Q3	$212K	Sell	40,000 -20,000	-33%	-$81.2K	0.01%	744
2025 Q2	$131K	Hold	60,000	–	–	0.01%	726
2025 Q1	$80.4K	Buy	60,000 +10,000	+20%	+$16.8K	0.01%	712
2024 Q4	$66.5K	Buy	+50,000	New	+$66.5K	0.01%	768
2024 Q2	–	Sell	-30,000	Closed	-$59.1K	–	661
2024 Q1	$59.1K	Buy	+30,000	New	+$55.2K	0.01%	605

Other funds holding ATAI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return

Kingswood Wealth Advisors's ATAI Position: Q2 2026 in Review

Kingswood Wealth Advisors held its AtaiBeckley Inc (ATAI) position steady in Q2 2026 at 30,007 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #966.

Kingswood Wealth Advisors first reported a position in ATAI in Q1 2024 and has held it in 8 quarters since. The position peaked at $212K in Q3 2025. 242 funds tracked by Wall St. Rank hold ATAI as of Q2 2026.

Kingswood Wealth Advisors held 30,007 shares of AtaiBeckley Inc worth $158K as of Q2 2026.
Kingswood Wealth Advisors left its AtaiBeckley Inc share count unchanged in Q2 2026.
AtaiBeckley Inc made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #966 holding.
Kingswood Wealth Advisors first reported a position in AtaiBeckley Inc in Q1 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's AtaiBeckley Inc position peaked at $212K in Q3 2025.
242 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.