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Lodestone Wealth Management’s AtaiBeckley Inc ATAI Stock Holding History

Lodestone Wealth Management’s Portfolio ATAI Stock Details ATAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.25K Buy
1,375
+500
+57% +$2.1K ﹤0.01% 557
2026
Q1 		$3.1K Buy
+875
New +$3.29K ﹤0.01% 636

Other funds holding ATAI

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return

Lodestone Wealth Management's ATAI Position: Q2 2026 in Review

Lodestone Wealth Management increased its AtaiBeckley Inc (ATAI) stake by 57% in Q2 2026, buying an estimated $2.1K and bringing the position to 1,375 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Lodestone Wealth Management first reported a position in ATAI in Q1 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold ATAI as of Q2 2026.

  • Lodestone Wealth Management held 1,375 shares of AtaiBeckley Inc worth $7.25K as of Q2 2026.
  • Lodestone Wealth Management bought 500 AtaiBeckley Inc shares in Q2 2026, an estimated $2.1K.
  • AtaiBeckley Inc made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #557 holding.
  • Lodestone Wealth Management first reported a position in AtaiBeckley Inc in Q1 2026 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.