PF
ATMU icon

PlanVest Financial’s Atmus Filtration Technologies ATMU Stock Holding History

PlanVest Financial’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
Q2 		$6.73K Hold
132
– – ﹤0.01% 436
2026
Q1 		$7.49K Buy
+132
New +$7.8K 0.01% 404

Other funds holding ATMU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

PlanVest Financial's ATMU Position: Q2 2026 in Review

PlanVest Financial held its Atmus Filtration Technologies (ATMU) position steady in Q2 2026 at 132 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

PlanVest Financial first reported a position in ATMU in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.49K in Q1 2026. 331 funds tracked by Wall St. Rank hold ATMU as of Q2 2026.

  • PlanVest Financial held 132 shares of Atmus Filtration Technologies worth $6.73K as of Q2 2026.
  • PlanVest Financial left its Atmus Filtration Technologies share count unchanged in Q2 2026.
  • Atmus Filtration Technologies made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #436 holding.
  • PlanVest Financial first reported a position in Atmus Filtration Technologies in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Atmus Filtration Technologies position peaked at $7.49K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.