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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Twin Peaks Wealth Advisors's ATI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in ATI (ATI) in Q1 2026: 131 shares worth $19.1K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ATI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ATI in Q2 2025 and has held it in 2 quarters since. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 131 shares of ATI worth $19.1K as of Q1 2026.
  • ATI was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • ATI made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #742 holding.
  • Twin Peaks Wealth Advisors first reported a position in ATI in Q2 2025 and has held it in 2 quarters since.
  • 673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.