Successful Portfolios’s ATI ATI Stock Holding History

Successful Portfolios’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	$377K	Hold	2,000	–	–	0.18%	115
2026 Q1	$271K	Hold	2,000	–	–	0.15%	141
2025 Q4	$245K	Buy	+2,000	New	+$195K	0.12%	157

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

Successful Portfolios's ATI Position: Q2 2026 in Review

Successful Portfolios held its ATI (ATI) position steady in Q2 2026 at 2,000 shares worth $377K. The position accounts for 0.18% of the portfolio, ranked #115.

Successful Portfolios first reported a position in ATI in Q4 2025 and has held it in 3 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Successful Portfolios held 2,000 shares of ATI worth $377K as of Q2 2026.
Successful Portfolios left its ATI share count unchanged in Q2 2026.
ATI made up 0.18% of Successful Portfolios's portfolio in Q2 2026, its #115 holding.
Successful Portfolios first reported a position in ATI in Q4 2025 and has held it in 3 quarters since.
793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.