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Summit Trail Advisors’s ATI ATI Stock Holding History

Summit Trail Advisors’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 		$1.18M Sell
6,003
-268
-4% -$45.4K 0.01% 906
2026
Q1 		$912K Buy
6,271
+3,233
+106% +$450K 0.01% 976
2025
Q4 		$349K Sell
3,038
-1,782
-37% -$174K 0.01% 1180
2025
Q3 		$392K Buy
+4,820
New +$391K 0.01% 1145
2018
Q1 		– Sell
-52
Closed -$1K – 521
2017
Q4 		$1K Buy
+52
New +$1.24K ﹤0.01% 1749

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

Summit Trail Advisors's ATI Position: Q2 2026 in Review

Summit Trail Advisors reduced its ATI (ATI) stake by 4.3% in Q2 2026, selling an estimated $45.4K and leaving 6,003 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #906.

Summit Trail Advisors first reported a position in ATI in Q4 2017 and has held it in 5 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Summit Trail Advisors held 6,003 shares of ATI worth $1.18M as of Q2 2026.
  • Summit Trail Advisors sold 268 ATI shares in Q2 2026, an estimated $45.4K.
  • ATI made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #906 holding.
  • Summit Trail Advisors first reported a position in ATI in Q4 2017 and has held it in 5 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.