Mount Yale Investment Advisors’s Atmus Filtration Technologies ATMU Stock Holding History

Mount Yale Investment Advisors’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 Q1	$391K	Buy	+6,880	New	+$407K	0.01%	797
2025 Q3	–	Sell	-8,298	Closed	-$302K	–	739
2025 Q2	$302K	Buy	8,298 +157	+2%	+$5.6K	0.02%	452
2025 Q1	$299K	Sell	8,141 -131	-2%	-$5.17K	0.03%	438
2024 Q4	$324K	Sell	8,272 -1	-0%	-$41	0.03%	424
2024 Q3	$310K	Buy	8,273 +6	+0.1%	+$196	0.03%	422
2024 Q2	$238K	Sell	8,267 -1,489	-15%	-$45.2K	0.02%	489
2024 Q1	$315K	Buy	+9,756	New	+$233K	0.02%	439

Other funds holding ATMU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mount Yale Investment Advisors's ATMU Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Atmus Filtration Technologies (ATMU) in Q1 2026: 6,880 shares worth $391K. The stake represents 0.01% of the portfolio and ranks #797 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ATMU as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ATMU in Q1 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold ATMU as of Q1 2026.

Mount Yale Investment Advisors held 6,880 shares of Atmus Filtration Technologies worth $391K as of Q1 2026.
Atmus Filtration Technologies was a new Mount Yale Investment Advisors position in Q1 2026.
Atmus Filtration Technologies made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #797 holding.
Mount Yale Investment Advisors first reported a position in Atmus Filtration Technologies in Q1 2024 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.