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 Q2	$397K	Buy	7,794 +914	+13%	+$49.7K	0.01%	868
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mount Yale Investment Advisors's ATMU Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Atmus Filtration Technologies (ATMU) stake by 13% in Q2 2026, buying an estimated $49.7K and bringing the position to 7,794 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #868.

Mount Yale Investment Advisors first reported a position in ATMU in Q1 2024 and has held it in 8 quarters since. 335 funds tracked by Wall St. Rank hold ATMU as of Q2 2026.

Mount Yale Investment Advisors held 7,794 shares of Atmus Filtration Technologies worth $397K as of Q2 2026.
Mount Yale Investment Advisors bought 914 Atmus Filtration Technologies shares in Q2 2026, an estimated $49.7K.
Atmus Filtration Technologies made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #868 holding.
Mount Yale Investment Advisors first reported a position in Atmus Filtration Technologies in Q1 2024 and has held it in 8 quarters since.
335 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.