LVW Advisors’s ATI ATI Stock Holding History

LVW 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	$468K	Buy	2,470 +328	+15%	+$65.4K	0.04%	273
2026 Q2	$422K	Buy	+2,142	New	+$363K	0.04%	267

Other funds holding ATI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LVW Advisors's ATI Position: Q3 2026 in Review

LVW Advisors increased its ATI (ATI) stake by 15% in Q3 2026, buying an estimated $65.4K and bringing the position to 2,470 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #273.

LVW Advisors first reported a position in ATI in Q2 2026 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

LVW Advisors held 2,470 shares of ATI worth $468K as of Q3 2026.
LVW Advisors bought 328 ATI shares in Q3 2026, an estimated $65.4K.
ATI made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #273 holding.
LVW Advisors first reported a position in ATI in Q2 2026 and has held it in 2 quarters since.
478 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.