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Private Wealth Management Group’s Anterix ATEX Stock Holding History

Private Wealth Management Group’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19K Hold
185
– – ﹤0.01% 401
2026
Q1 		$7.07K Hold
185
– – ﹤0.01% 645
2025
Q4 		$4.04K Buy
+185
New +$3.84K ﹤0.01% 860

Other funds holding ATEX

OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PM
Plustick Management Charlottesville, Virginia $269M AUM 340.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Private Wealth Management Group's ATEX Position: Q2 2026 in Review

Private Wealth Management Group held its Anterix (ATEX) position steady in Q2 2026 at 185 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Private Wealth Management Group first reported a position in ATEX in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold ATEX as of Q2 2026.

  • Private Wealth Management Group held 185 shares of Anterix worth $19K as of Q2 2026.
  • Private Wealth Management Group left its Anterix share count unchanged in Q2 2026.
  • Anterix made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #401 holding.
  • Private Wealth Management Group first reported a position in Anterix in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Anterix as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.