Tortoise Investment Management’s ATI ATI Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-54	Closed	-$4.39K	–	330
2025 Q3	$4.39K	Buy	54 +1	+2%	+$81	﹤0.01%	720
2025 Q2	$4.58K	Buy	53 +3	+6%	+$205	﹤0.01%	669
2025 Q1	$2.6K	Hold	50	–	–	﹤0.01%	689
2024 Q4	$2.75K	Hold	50	–	–	﹤0.01%	738
2024 Q3	$3.35K	Hold	50	–	–	﹤0.01%	727
2024 Q2	$2.77K	Hold	50	–	–	﹤0.01%	738
2024 Q1	$2.56K	Hold	50	–	–	﹤0.01%	747
2023 Q4	$2.27K	Hold	50	–	–	﹤0.01%	696
2023 Q3	$2.06K	Hold	50	–	–	﹤0.01%	695
2023 Q2	$2.21K	Hold	50	–	–	﹤0.01%	691
2023 Q1	$1.97K	Hold	50	–	–	﹤0.01%	695
2022 Q4	$1.49K	Hold	50	–	–	﹤0.01%	708
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	716
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	701
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	656
2021 Q4	$1K	Buy	+50	New	+$803	﹤0.01%	627

Other funds holding ATI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tortoise Investment Management's ATI Position: Q4 2025 in Review

Tortoise Investment Management sold out of ATI (ATI) in Q4 2025, closing a stake of 54 shares — an estimated $4.39K sold.

Tortoise Investment Management first reported a position in ATI in Q4 2021 and held it in 16 quarters. The position peaked at $4.58K in Q2 2025. 570 funds tracked by Wall St. Rank hold ATI as of Q4 2025.

Tortoise Investment Management reported no remaining ATI position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 54 ATI shares in Q4 2025, an estimated $4.39K.
Tortoise Investment Management first reported a position in ATI in Q4 2021 and held it in 16 quarters.
Tortoise Investment Management's ATI position peaked at $4.58K in Q2 2025.
570 funds tracked by Wall St. Rank held ATI as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.