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True Wealth Design’s ATI ATI Stock Holding History

True Wealth Design’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 		$65.4K Buy
332
+70
+27% +$11.9K 0.02% 391
2026
Q1 		$38.1K Buy
262
+2
+0.8% +$278 0.01% 479
2025
Q4 		$29.8K Buy
260
+225
+643% +$21.9K 0.01% 479
2025
Q3 		$2.85K Buy
35
+14
+67% +$1.14K ﹤0.01% 1336
2025
Q2 		$1.81K Buy
21
+15
+250% +$1.03K ﹤0.01% 1222
2025
Q1 		$313 Buy
6
+5
+500% +$284 ﹤0.01% 1749
2024
Q4 		$56 Sell
1
-150
-99% -$8.85K ﹤0.01% 1307
2024
Q3 		$10.1K Buy
+151
New +$9.38K ﹤0.01% 419

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

True Wealth Design's ATI Position: Q2 2026 in Review

True Wealth Design increased its ATI (ATI) stake by 27% in Q2 2026, buying an estimated $11.9K and bringing the position to 332 shares worth $65.4K. The position accounts for 0.02% of the portfolio, ranked #391.

True Wealth Design first reported a position in ATI in Q3 2024 and has held it in 8 quarters since. 791 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • True Wealth Design held 332 shares of ATI worth $65.4K as of Q2 2026.
  • True Wealth Design bought 70 ATI shares in Q2 2026, an estimated $11.9K.
  • ATI made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #391 holding.
  • True Wealth Design first reported a position in ATI in Q3 2024 and has held it in 8 quarters since.
  • 791 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.