Toth Financial Advisory’s ATI ATI Stock Holding History

Toth Financial 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	$1.11M	Buy	5,609 +3,109	+124%	+$527K	0.11%	137
2026 Q1	$364K	Hold	2,500	–	–	0.04%	179
2025 Q4	$287K	Buy	+2,500	New	+$244K	0.03%	196
2024 Q1	–	Sell	-590	Closed	-$26.8K	–	724
2023 Q4	$26.8K	Hold	590	–	–	﹤0.01%	352
2023 Q3	$24.3K	Hold	590	–	–	﹤0.01%	348
2023 Q2	$26.1K	Hold	590	–	–	﹤0.01%	349
2023 Q1	$23.3K	Hold	590	–	–	﹤0.01%	364
2022 Q4	$17.6K	Buy	+590	New	+$17.3K	﹤0.01%	389

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

Toth Financial Advisory's ATI Position: Q2 2026 in Review

Toth Financial Advisory increased its ATI (ATI) stake by 124% in Q2 2026, buying an estimated $527K and bringing the position to 5,609 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #137.

Toth Financial Advisory first reported a position in ATI in Q4 2022 and has held it in 8 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Toth Financial Advisory held 5,609 shares of ATI worth $1.11M as of Q2 2026.
Toth Financial Advisory bought 3,109 ATI shares in Q2 2026, an estimated $527K.
ATI made up 0.11% of Toth Financial Advisory's portfolio in Q2 2026, its #137 holding.
Toth Financial Advisory first reported a position in ATI in Q4 2022 and has held it in 8 quarters since.
793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.