PWA
ATI icon

Principia Wealth Advisory’s ATI ATI Stock Holding History

Principia Wealth Advisory’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 		$986 Buy
5
+3
+150% +$509 ﹤0.01% 764
2026
Q1 		$291 Hold
2
– – ﹤0.01% 920
2025
Q4 		$230 Buy
2
+1
+100% +$97 ﹤0.01% 913
2025
Q3 		$81 Sell
1
-3
-75% -$243 ﹤0.01% 950
2025
Q2 		$345 Buy
+4
New +$274 ﹤0.01% 819

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

Principia Wealth Advisory's ATI Position: Q2 2026 in Review

Principia Wealth Advisory increased its ATI (ATI) stake by 150% in Q2 2026, buying an estimated $509 and bringing the position to 5 shares worth $986. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Principia Wealth Advisory first reported a position in ATI in Q2 2025 and has held it in 5 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Principia Wealth Advisory held 5 shares of ATI worth $986 as of Q2 2026.
  • Principia Wealth Advisory bought 3 ATI shares in Q2 2026, an estimated $509.
  • ATI made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #764 holding.
  • Principia Wealth Advisory first reported a position in ATI in Q2 2025 and has held it in 5 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.