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Mark Sheptoff Financial Planning’s Astronics ATRO Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ATRO Stock Details ATRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$744K Sell
9,150
-1,470
-14% -$100K 0.39% 48
2026
Q1 		$653K Sell
10,620
-240
-2% -$14.5K 0.35% 53
2025
Q4 		$491K Buy
10,860
+120
+1% +$5.03K 0.23% 63
2025
Q3 		$408K Buy
10,740
+600
+6% +$18.3K 0.2% 65
2025
Q2 		$283K Buy
+10,140
New +$237K 0.15% 79

Other funds holding ATRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's ATRO Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its Astronics (ATRO) stake by 14% in Q2 2026, selling an estimated $100K and leaving 9,150 shares worth $744K. The position accounts for 0.39% of the portfolio, ranked #48.

Mark Sheptoff Financial Planning first reported a position in ATRO in Q2 2025 and has held it in 5 quarters since. 309 funds tracked by Wall St. Rank hold ATRO as of Q2 2026.

  • Mark Sheptoff Financial Planning held 9,150 shares of Astronics worth $744K as of Q2 2026.
  • Mark Sheptoff Financial Planning sold 1,470 Astronics shares in Q2 2026, an estimated $100K.
  • Astronics made up 0.39% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #48 holding.
  • Mark Sheptoff Financial Planning first reported a position in Astronics in Q2 2025 and has held it in 5 quarters since.
  • 309 funds tracked by Wall St. Rank held Astronics as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.