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 Q3	$62.1K	Sell	328 -4	-1%	-$798	0.01%	433
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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

True Wealth Design's ATI Position: Q3 2026 in Review

True Wealth Design reduced its ATI (ATI) stake by 1.2% in Q3 2026, selling an estimated $798 and leaving 328 shares worth $62.1K. The position accounts for 0.01% of the portfolio, ranked #433.

True Wealth Design first reported a position in ATI in Q3 2024 and has held it in 9 quarters since. The position peaked at $65.4K in Q2 2026. 53 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

True Wealth Design held 328 shares of ATI worth $62.1K as of Q3 2026.
True Wealth Design sold 4 ATI shares in Q3 2026, an estimated $798.
ATI made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #433 holding.
True Wealth Design first reported a position in ATI in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's ATI position peaked at $65.4K in Q2 2026.
53 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.