TPWA
ATI icon

Twin Peaks Wealth Advisors’s ATI ATI Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-131
Closed -$19.1K – 382
2026
Q1 		$19.1K Buy
+131
New +$18.2K ﹤0.01% 742
2025
Q3 		– Sell
-154
Closed -$11.6K – 316
2025
Q2 		$11.6K Buy
+154
New +$10.5K ﹤0.01% 859

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

Twin Peaks Wealth Advisors's ATI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of ATI (ATI) in Q2 2026, closing a stake of 131 shares — an estimated $19.1K sold.

Twin Peaks Wealth Advisors first reported a position in ATI in Q2 2025 and held it in 2 quarters. The position peaked at $19.1K in Q1 2026. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining ATI position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 131 ATI shares in Q2 2026, an estimated $19.1K.
  • Twin Peaks Wealth Advisors first reported a position in ATI in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's ATI position peaked at $19.1K in Q1 2026.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.