Spire Wealth Management’s ATI ATI Stock Holding History

Spire 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	$6.59M	Sell	33,435 -161	-0.5%	-$27.3K	0.2%	108
2026 Q1	$4.89M	Buy	+33,596	New	+$4.68M	0.17%	131
2024 Q3	–	Sell	-300	Closed	-$16.6K	–	2166
2024 Q2	$16.6K	Hold	300	–	–	﹤0.01%	1506
2024 Q1	$15.4K	Buy	+300	New	+$13.6K	﹤0.01%	1593
2023 Q4	–	Sell	-300	Closed	-$12.3K	–	2366
2023 Q3	$12.3K	Hold	300	–	–	﹤0.01%	1662
2023 Q2	$13.3K	Hold	300	–	–	﹤0.01%	1724
2023 Q1	$11.8K	Buy	+300	New	+$11.3K	﹤0.01%	1785

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

Spire Wealth Management's ATI Position: Q2 2026 in Review

Spire Wealth Management reduced its ATI (ATI) stake by 0.48% in Q2 2026, selling an estimated $27.3K and leaving 33,435 shares worth $6.59M. The position accounts for 0.2% of the portfolio, ranked #108.

Spire Wealth Management first reported a position in ATI in Q1 2023 and has held it in 7 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Spire Wealth Management held 33,435 shares of ATI worth $6.59M as of Q2 2026.
Spire Wealth Management sold 161 ATI shares in Q2 2026, an estimated $27.3K.
ATI made up 0.2% of Spire Wealth Management's portfolio in Q2 2026, its #108 holding.
Spire Wealth Management first reported a position in ATI in Q1 2023 and has held it in 7 quarters since.
793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.