United Capital Financial Advisors’s ATI ATI Stock Holding History

United Capital Financial 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	$333K	Sell	1,687 -102	-6%	-$17.3K	﹤0.01%	1325
2026 Q1	$260K	Buy	+1,789	New	+$249K	﹤0.01%	1427
2019 Q2	–	Sell	-28,397	Closed	-$726K	–	1466
2019 Q1	$726K	Buy	+28,397	New	+$748K	0.01%	867
2015 Q3	–	Sell	-137,417	Closed	-$4.15M	–	1243
2015 Q2	$4.15M	Buy	137,417 +1,280	+0.9%	+$42.3K	0.05%	386
2015 Q1	$4.63M	Buy	136,137 +15,076	+12%	+$469K	0.06%	351
2014 Q4	$4.21M	Sell	121,061 -1,438	-1%	-$47.5K	0.06%	282
2014 Q3	$4.54M	Buy	122,499 +6,737	+6%	+$283K	0.08%	274
2014 Q2	$5.22M	Buy	115,762 +617	+0.5%	+$25.3K	0.1%	233
2014 Q1	$4.34M	Buy	115,145 +2,378	+2%	+$79.9K	0.09%	225
2013 Q4	$4.02M	Sell	112,767 -24,221	-18%	-$797K	0.14%	160
2013 Q3	$4.18M	Buy	136,988 +4,458	+3%	+$125K	0.13%	166
2013 Q2	$3.49M	Buy	+132,530	New	+$3.73M	0.09%	236

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Capital Financial Advisors's ATI Position: Q2 2026 in Review

United Capital Financial Advisors reduced its ATI (ATI) stake by 5.7% in Q2 2026, selling an estimated $17.3K and leaving 1,687 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

United Capital Financial Advisors first reported a position in ATI in Q2 2013 and has held it in 12 quarters since. The position peaked at $5.22M in Q2 2014. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

United Capital Financial Advisors held 1,687 shares of ATI worth $333K as of Q2 2026.
United Capital Financial Advisors sold 102 ATI shares in Q2 2026, an estimated $17.3K.
ATI made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1325 holding.
United Capital Financial Advisors first reported a position in ATI in Q2 2013 and has held it in 12 quarters since.
United Capital Financial Advisors's ATI position peaked at $5.22M in Q2 2014.
795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.