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ORG Wealth Partners’s ATI ATI Stock Holding History

ORG Wealth Partners’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 		$33.5K Buy
+170
New +$28.8K 0.01% 385
2025
Q1 		– Sell
-460
Closed -$25.3K – 763
2024
Q4 		$25.3K Buy
+460
New +$27.1K 0.01% 320

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

ORG Wealth Partners's ATI Position: Q2 2026 in Review

ORG Wealth Partners opened a new position in ATI (ATI) in Q2 2026: 170 shares worth $33.5K. The stake represents 0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: ORG Wealth Partners previously reported a position in ATI as recently as Q4 2024.

ORG Wealth Partners first reported a position in ATI in Q4 2024 and has held it in 2 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • ORG Wealth Partners held 170 shares of ATI worth $33.5K as of Q2 2026.
  • ATI was a new ORG Wealth Partners position in Q2 2026.
  • ATI made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #385 holding.
  • ORG Wealth Partners first reported a position in ATI in Q4 2024 and has held it in 2 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.