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Okabena Investment Services’s Atmus Filtration Technologies ATMU Stock Holding History

Okabena Investment Services’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 		$587K Sell
10,339
-289
-3% -$17.1K 0.11% 108
2025
Q4 		$552K Sell
10,628
-5,872
-36% -$284K 0.11% 111
2025
Q3 		$744K Buy
16,500
+3,314
+25% +$139K 0.14% 100
2025
Q2 		$480K Sell
13,186
-3,051
-19% -$109K 0.11% 105
2025
Q1 		$596K Buy
16,237
+187
+1% +$7.38K 0.15% 91
2024
Q4 		$629K Buy
+16,050
New +$651K 0.17% 85

Other funds holding ATMU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Okabena Investment Services's ATMU Position: Q1 2026 in Review

Okabena Investment Services reduced its Atmus Filtration Technologies (ATMU) stake by 2.7% in Q1 2026, selling an estimated $17.1K and leaving 10,339 shares worth $587K. The position accounts for 0.11% of the portfolio, ranked #108.

Okabena Investment Services first reported a position in ATMU in Q4 2024 and has held it in 6 quarters since. The position peaked at $744K in Q3 2025. 351 funds tracked by Wall St. Rank hold ATMU as of Q1 2026.

  • Okabena Investment Services held 10,339 shares of Atmus Filtration Technologies worth $587K as of Q1 2026.
  • Okabena Investment Services sold 289 Atmus Filtration Technologies shares in Q1 2026, an estimated $17.1K.
  • Atmus Filtration Technologies made up 0.11% of Okabena Investment Services's portfolio in Q1 2026, its #108 holding.
  • Okabena Investment Services first reported a position in Atmus Filtration Technologies in Q4 2024 and has held it in 6 quarters since.
  • Okabena Investment Services's Atmus Filtration Technologies position peaked at $744K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.