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
Q2 		$2.65M Sell
13,438
-980
-7% -$166K 0.06% 193
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
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

Kovitz Investment Group Partners's ATI Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its ATI (ATI) stake by 6.8% in Q2 2026, selling an estimated $166K and leaving 13,438 shares worth $2.65M. The position accounts for 0.06% of the portfolio, ranked #193.

Kovitz Investment Group Partners first reported a position in ATI in Q3 2025 and has held it in 4 quarters since. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Kovitz Investment Group Partners held 13,438 shares of ATI worth $2.65M as of Q2 2026.
  • Kovitz Investment Group Partners sold 980 ATI shares in Q2 2026, an estimated $166K.
  • ATI made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #193 holding.
  • Kovitz Investment Group Partners first reported a position in ATI in Q3 2025 and has held it in 4 quarters since.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.