Pinnacle Wealth Planning Services’s ATI ATI Stock Holding History

Pinnacle Wealth Planning Services’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	$227K	Sell	1,150 -121	-10%	-$20.5K	0.02%	476
2026 Q1	$185K	Sell	1,271 -245	-16%	-$34.1K	0.02%	504
2025 Q4	$174K	Buy	+1,516	New	+$148K	0.02%	515
2024 Q4	–	Sell	-3,524	Closed	-$236K	–	405
2024 Q3	$236K	Buy	+3,524	New	+$219K	0.03%	394
2024 Q1	–	Sell	-5,230	Closed	-$238K	–	509
2023 Q4	$238K	Sell	5,230 -8	-0.2%	-$332	0.04%	335
2023 Q3	$216K	Buy	+5,238	New	+$233K	0.04%	344
2021 Q1	–	Sell	-128	Closed	-$2K	–	469
2020 Q4	$2K	Buy	+128	New	+$1.63K	﹤0.01%	1902

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

Pinnacle Wealth Planning Services's ATI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its ATI (ATI) stake by 9.5% in Q2 2026, selling an estimated $20.5K and leaving 1,150 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #476.

Pinnacle Wealth Planning Services first reported a position in ATI in Q4 2020 and has held it in 7 quarters since. The position peaked at $238K in Q4 2023. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Pinnacle Wealth Planning Services held 1,150 shares of ATI worth $227K as of Q2 2026.
Pinnacle Wealth Planning Services sold 121 ATI shares in Q2 2026, an estimated $20.5K.
ATI made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #476 holding.
Pinnacle Wealth Planning Services first reported a position in ATI in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's ATI position peaked at $238K in Q4 2023.
793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.