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 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%	+$8.19K	﹤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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Lido Advisors's ATI Position: Q1 2026 in Review

Lido Advisors increased its ATI (ATI) stake by 29% in Q1 2026, buying an estimated $160K and bringing the position to 5,110 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Lido Advisors first reported a position in ATI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q3 2024. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

Lido Advisors held 5,110 shares of ATI worth $743K as of Q1 2026.
Lido Advisors bought 1,148 ATI shares in Q1 2026, an estimated $160K.
ATI made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1106 holding.
Lido Advisors first reported a position in ATI in Q1 2024 and has held it in 9 quarters since.
Lido Advisors's ATI position peaked at $1.49M in Q3 2024.
673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.