Lido Advisors
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Lido Advisors’s ATI ATI Stock Holding History

Lido Advisors’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
Q3 		$2.93M Buy
15,451
+9,326
+152% +$1.86M 0.01% 651
2026
Q2 		$1.21M Buy
6,125
+1,015
+20% +$172K ﹤0.01% 1011
2026
Q1 		$743K Buy
5,110
+1,148
+29% +$160K ﹤0.01% 1106
2025
Q4 		$361K Buy
3,962
+178
+5% +$17.3K ﹤0.01% 1465
2025
Q3 		$308K Buy
3,784
+101
+3% +$8.18K ﹤0.01% 1474
2025
Q2 		$318K Sell
3,683
-20,111
-85% -$1.38M ﹤0.01% 1312
2025
Q1 		$1.24M Buy
23,794
+17
+0.1% +$965 0.01% 689
2024
Q4 		$1.31M Buy
23,777
+1,519
+7% +$89.6K 0.01% 654
2024
Q3 		$1.49M Buy
22,258
+17,940
+415% +$1.11M 0.01% 561
2024
Q2 		$239K Sell
4,318
-192
-4% -$10.8K ﹤0.01% 1218
2024
Q1 		$231K Buy
+4,510
New +$204K ﹤0.01% 1214

Other funds holding ATI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bowen Hanes & Co
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Lido Advisors's ATI Position: Q3 2026 in Review

Lido Advisors increased its ATI (ATI) stake by 152% in Q3 2026, buying an estimated $1.86M and bringing the position to 15,451 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #651.

Lido Advisors first reported a position in ATI in Q1 2024 and has held it in 11 quarters since. 441 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Lido Advisors held 15,451 shares of ATI worth $2.93M as of Q3 2026.
  • Lido Advisors bought 9,326 ATI shares in Q3 2026, an estimated $1.86M.
  • ATI made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #651 holding.
  • Lido Advisors first reported a position in ATI in Q1 2024 and has held it in 11 quarters since.
  • 441 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.