SPIA
ATI icon

Steward Partners Investment Advisory’s ATI ATI Stock Holding History

Steward Partners Investment 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 		$4.67M Buy
23,704
+3,863
+19% +$655K 0.02% 575
2026
Q1 		$2.89M Buy
19,841
+15,050
+314% +$2.1M 0.01% 712
2025
Q4 		$550K Hold
4,791
– – ﹤0.01% 1371
2025
Q3 		$390K Sell
4,791
-6
-0.1% -$486 ﹤0.01% 1510
2025
Q2 		$414K Sell
4,797
-587
-11% -$40.2K ﹤0.01% 1392
2025
Q1 		$280K Buy
5,384
+4,778
+788% +$271K ﹤0.01% 1481
2024
Q4 		$33.4K Sell
606
-18
-3% -$1.06K ﹤0.01% 2545
2024
Q3 		$41.8K Buy
624
+46
+8% +$2.86K ﹤0.01% 2326
2024
Q2 		$32K Buy
578
+128
+28% +$7.17K ﹤0.01% 2312
2024
Q1 		$23K Buy
450
+250
+125% +$11.3K ﹤0.01% 2464
2023
Q4 		$9.09K Hold
200
– – ﹤0.01% 2745
2023
Q3 		$8.23K Hold
200
– – ﹤0.01% 2667
2023
Q2 		$8.85K Hold
200
– – ﹤0.01% 2612
2023
Q1 		$7.89K Sell
200
-300
-60% -$11.3K ﹤0.01% 2632
2022
Q4 		$14.9K Hold
500
– – ﹤0.01% 2382
2022
Q3 		$13K Hold
500
– – ﹤0.01% 2404
2022
Q2 		$11K Hold
500
– – ﹤0.01% 2476
2022
Q1 		$13K Buy
500
+300
+150% +$6.95K ﹤0.01% 2543
2021
Q4 		$3K Hold
200
– – ﹤0.01% 2930
2021
Q3 		$3K Hold
200
– – ﹤0.01% 2906
2021
Q2 		$4K Hold
200
– – ﹤0.01% 6670
2021
Q1 		$4.21K Hold
200
– – ﹤0.01% 3051
2020
Q4 		$3K Sell
200
-138
-41% -$1.75K ﹤0.01% 2612
2020
Q3 		$3K Hold
338
– – ﹤0.01% 2474
2020
Q2 		$3K Hold
338
– – ﹤0.01% 2368
2020
Q1 		$2K Sell
338
-75
-18% -$1.2K ﹤0.01% 2261
2019
Q4 		$8K Buy
413
+200
+94% +$4.33K ﹤0.01% 2080
2019
Q3 		$4K Hold
213
– – ﹤0.01% 2282
2019
Q2 		$5K Buy
+213
New +$5.19K ﹤0.01% 2203
2018
Q4 		– Sell
-64
Closed -$2K – 861
2018
Q3 		$2K Sell
64
-74
-54% -$1.99K ﹤0.01% 2340
2018
Q2 		$3K Buy
+138
New +$3.73K ﹤0.01% 2105

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's ATI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its ATI (ATI) stake by 19% in Q2 2026, buying an estimated $655K and bringing the position to 23,704 shares worth $4.67M. The position accounts for 0.02% of the portfolio, ranked #575.

Steward Partners Investment Advisory first reported a position in ATI in Q2 2018 and has held it in 31 quarters since. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Steward Partners Investment Advisory held 23,704 shares of ATI worth $4.67M as of Q2 2026.
  • Steward Partners Investment Advisory bought 3,863 ATI shares in Q2 2026, an estimated $655K.
  • ATI made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #575 holding.
  • Steward Partners Investment Advisory first reported a position in ATI in Q2 2018 and has held it in 31 quarters since.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.