Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s ATI ATI Stock Holding History

Kovitz Investment Group Partners’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 		$2.1M Sell
14,418
-5,534
-28% -$771K 0.05% 222
2025
Q4 		$2.29M Sell
19,952
-9,027
-31% -$880K 0.05% 213
2025
Q3 		$2.36M Buy
+28,979
New +$2.35M 0.01% 613

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Kovitz Investment Group Partners's ATI Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its ATI (ATI) stake by 28% in Q1 2026, selling an estimated $771K and leaving 14,418 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #222.

Kovitz Investment Group Partners first reported a position in ATI in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.36M in Q3 2025. 675 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

  • Kovitz Investment Group Partners held 14,418 shares of ATI worth $2.1M as of Q1 2026.
  • Kovitz Investment Group Partners sold 5,534 ATI shares in Q1 2026, an estimated $771K.
  • ATI made up 0.05% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #222 holding.
  • Kovitz Investment Group Partners first reported a position in ATI in Q3 2025 and has held it in 3 quarters since.
  • Kovitz Investment Group Partners's ATI position peaked at $2.36M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.