Merit Financial Group
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Merit Financial Group’s Atmus Filtration Technologies ATMU Stock Holding History

Merit Financial Group’s Portfolio ATMU Stock Details ATMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$260K Buy
5,985
+1,755
+41% +$86.2K ﹤0.01% 2015
2026
Q2 		$216K Sell
4,230
-386
-8% -$21K ﹤0.01% 2063
2026
Q1 		$262K Buy
4,616
+302
+7% +$17.8K ﹤0.01% 1744
2025
Q4 		$224K Buy
+4,314
New +$209K ﹤0.01% 1752

Other funds holding ATMU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Merit Financial Group's ATMU Position: Q3 2026 in Review

Merit Financial Group increased its Atmus Filtration Technologies (ATMU) stake by 41% in Q3 2026, buying an estimated $86.2K and bringing the position to 5,985 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Merit Financial Group first reported a position in ATMU in Q4 2025 and has held it in 4 quarters since. The position peaked at $262K in Q1 2026. 252 funds tracked by Wall St. Rank hold ATMU as of Q3 2026.

  • Merit Financial Group held 5,985 shares of Atmus Filtration Technologies worth $260K as of Q3 2026.
  • Merit Financial Group bought 1,755 Atmus Filtration Technologies shares in Q3 2026, an estimated $86.2K.
  • Atmus Filtration Technologies made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2015 holding.
  • Merit Financial Group first reported a position in Atmus Filtration Technologies in Q4 2025 and has held it in 4 quarters since.
  • Merit Financial Group's Atmus Filtration Technologies position peaked at $262K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.