Physician Wealth Advisors’s ATI ATI Stock Holding History

Physician Wealth Advisors’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	$56K	Buy	284 +6	+2%	+$1.02K	0.01%	411
2026 Q1	$40.4K	Hold	278	–	–	0.01%	441
2025 Q4	$31.9K	Hold	278	–	–	﹤0.01%	479
2025 Q3	$22.6K	Hold	278	–	–	﹤0.01%	546
2025 Q2	$24K	Hold	278	–	–	﹤0.01%	477
2025 Q1	$14.5K	Hold	278	–	–	﹤0.01%	544
2024 Q4	$15.3K	Buy	+278	New	+$16.4K	﹤0.01%	554

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 $3.37T AUM 44.26% 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

Physician Wealth Advisors's ATI Position: Q2 2026 in Review

Physician Wealth Advisors increased its ATI (ATI) stake by 2.2% in Q2 2026, buying an estimated $1.02K and bringing the position to 284 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #411.

Physician Wealth Advisors first reported a position in ATI in Q4 2024 and has held it in 7 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Physician Wealth Advisors held 284 shares of ATI worth $56K as of Q2 2026.
Physician Wealth Advisors bought 6 ATI shares in Q2 2026, an estimated $1.02K.
ATI made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #411 holding.
Physician Wealth Advisors first reported a position in ATI in Q4 2024 and has held it in 7 quarters since.
793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.