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Sheets Smith Wealth Management’s ATI ATI Stock Holding History

Sheets Smith Wealth Management’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 		$857K Hold
4,349
– – 0.09% 228
2026
Q1 		$633K Buy
4,349
+28
+0.6% +$3.9K 0.07% 249
2025
Q4 		$496K Buy
+4,321
New +$421K 0.05% 276
2025
Q3 		– Sell
-6,526
Closed -$563K – 403
2025
Q2 		$563K Buy
+6,526
New +$447K 0.07% 266

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

Sheets Smith Wealth Management's ATI Position: Q2 2026 in Review

Sheets Smith Wealth Management held its ATI (ATI) position steady in Q2 2026 at 4,349 shares worth $857K. The position accounts for 0.09% of the portfolio, ranked #228.

Sheets Smith Wealth Management first reported a position in ATI in Q2 2025 and has held it in 4 quarters since. 791 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Sheets Smith Wealth Management held 4,349 shares of ATI worth $857K as of Q2 2026.
  • Sheets Smith Wealth Management left its ATI share count unchanged in Q2 2026.
  • ATI made up 0.09% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Sheets Smith Wealth Management first reported a position in ATI in Q2 2025 and has held it in 4 quarters since.
  • 791 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.