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
2025
Q1 		– Sell
-3,400
Closed -$187K – 1518
2024
Q4 		$187K Hold
3,400
– – ﹤0.01% 1392
2024
Q3 		$227K Buy
+3,400
New +$211K ﹤0.01% 1276

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

Lido Advisors's ATI Position: Q2 2026 in Review

Lido Advisors increased its ATI (ATI) stake by 20% in Q2 2026, buying an estimated $172K and bringing the position to 6,125 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Lido Advisors first reported a position in ATI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q3 2024. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Lido Advisors held 6,125 shares of ATI worth $1.21M as of Q2 2026.
  • Lido Advisors bought 1,015 ATI shares in Q2 2026, an estimated $172K.
  • ATI made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1011 holding.
  • Lido Advisors first reported a position in ATI in Q1 2024 and has held it in 10 quarters since.
  • Lido Advisors's ATI position peaked at $1.49M in Q3 2024.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.