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True Wealth Design’s Atkore ATKR Stock Holding History

True Wealth Design’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$63 – 2574
2025
Q3 		$63 Sell
1
-102
-99% -$6.65K ﹤0.01% 2539
2025
Q2 		$7.27K Sell
103
-213
-67% -$13.8K ﹤0.01% 681
2025
Q1 		$19K Buy
+316
New +$22.6K 0.01% 355

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Capital Management
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 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 ATKR Position: Q4 2025 in Review

True Wealth Design sold out of Atkore (ATKR) in Q4 2025, closing a stake of 1 share — an estimated $63 sold.

True Wealth Design first reported a position in ATKR in Q1 2025 and held it in 3 quarters. The position peaked at $19K in Q1 2025. 307 funds tracked by Wall St. Rank hold ATKR as of Q4 2025.

  • True Wealth Design reported no remaining Atkore position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Atkore share in Q4 2025, an estimated $63.
  • True Wealth Design first reported a position in Atkore in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Atkore position peaked at $19K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Atkore as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.