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Legacy Wealth Management (Idaho)’s ATI ATI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-32
Closed -$4.66K – 247
2026
Q1 		$4.66K Buy
+32
New +$4.46K ﹤0.01% 632

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

Legacy Wealth Management (Idaho)'s ATI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of ATI (ATI) in Q2 2026, closing a stake of 32 shares — an estimated $4.66K sold.

Legacy Wealth Management (Idaho) first reported a position in ATI in Q1 2026 and held it in 1 quarter. The position peaked at $4.66K in Q1 2026. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining ATI position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 32 ATI shares in Q2 2026, an estimated $4.66K.
  • Legacy Wealth Management (Idaho) first reported a position in ATI in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s ATI position peaked at $4.66K in Q1 2026.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.