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Mission Wealth Management’s ATI ATI Stock Holding History

Mission Wealth Management’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
Q2 		$366K Buy
+1,856
New +$315K ﹤0.01% 796
2021
Q1 		– Sell
-91,314
Closed -$1.53M – 444
2020
Q4 		$1.53M Hold
91,314
– – 0.1% 101
2020
Q3 		$796K Hold
91,314
– – 0.06% 152
2020
Q2 		$930K Hold
91,314
– – 0.08% 115
2020
Q1 		$776K Hold
91,314
– – 0.09% 111
2019
Q4 		$1.89M Buy
+91,314
New +$1.98M 0.18% 74

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

Mission Wealth Management's ATI Position: Q2 2026 in Review

Mission Wealth Management opened a new position in ATI (ATI) in Q2 2026: 1,856 shares worth $366K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in ATI as recently as Q4 2020.

Mission Wealth Management first reported a position in ATI in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.89M in Q4 2019. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Mission Wealth Management held 1,856 shares of ATI worth $366K as of Q2 2026.
  • ATI was a new Mission Wealth Management position in Q2 2026.
  • ATI made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #796 holding.
  • Mission Wealth Management first reported a position in ATI in Q4 2019 and has held it in 6 quarters since.
  • Mission Wealth Management's ATI position peaked at $1.89M in Q4 2019.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.