NewEdge Wealth’s ATI ATI Stock Holding History

NewEdge Wealth’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	$785K	Buy	3,985 +1,128	+39%	+$191K	0.01%	723
2026 Q1	$416K	Buy	2,857 +834	+41%	+$116K	0.01%	872
2025 Q4	$232K	Buy	+2,023	New	+$197K	﹤0.01%	1113

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

NewEdge Wealth's ATI Position: Q2 2026 in Review

NewEdge Wealth increased its ATI (ATI) stake by 39% in Q2 2026, buying an estimated $191K and bringing the position to 3,985 shares worth $785K. The position accounts for 0.01% of the portfolio, ranked #723.

NewEdge Wealth first reported a position in ATI in Q4 2025 and has held it in 3 quarters since. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

NewEdge Wealth held 3,985 shares of ATI worth $785K as of Q2 2026.
NewEdge Wealth bought 1,128 ATI shares in Q2 2026, an estimated $191K.
ATI made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #723 holding.
NewEdge Wealth first reported a position in ATI in Q4 2025 and has held it in 3 quarters since.
795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.