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Laurel Oak Wealth Management’s ATI ATI Stock Holding History

Laurel Oak 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 		$204K Buy
+1,033
New +$175K 0.03% 362

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

Laurel Oak Wealth Management's ATI Position: Q2 2026 in Review

Laurel Oak Wealth Management opened a new position in ATI (ATI) in Q2 2026: 1,033 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #362 among its holdings.

789 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Laurel Oak Wealth Management held 1,033 shares of ATI worth $204K as of Q2 2026.
  • ATI was a new Laurel Oak Wealth Management position in Q2 2026.
  • ATI made up 0.03% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #362 holding.
  • 789 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.