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United Capital Financial Advisors’s Atmus Filtration Technologies ATMU Stock Holding History

United Capital Financial Advisors’s Portfolio ATMU Stock Details ATMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Sell
20,402
-731
-3% -$43.2K 0.01% 702
2025
Q4 		$1.1M Sell
21,133
-240
-1% -$11.6K 0.01% 708
2025
Q3 		$964K Sell
21,373
-134
-0.6% -$5.62K 0.01% 647
2025
Q2 		$783K Sell
21,507
-727
-3% -$25.9K 0.01% 664
2025
Q1 		$817K Sell
22,234
-771
-3% -$30.4K 0.01% 615
2024
Q4 		$901K Sell
23,005
-1,258
-5% -$51K 0.01% 576
2024
Q3 		$911K Sell
24,263
-1,006
-4% -$32.8K 0.01% 566
2024
Q2 		$727K Sell
25,269
-2,321
-8% -$70.4K 0.01% 611
2024
Q1 		$890K Buy
+27,590
New +$660K 0.01% 584

Other funds holding ATMU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's ATMU Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Atmus Filtration Technologies (ATMU) stake by 3.5% in Q1 2026, selling an estimated $43.2K and leaving 20,402 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #702.

United Capital Financial Advisors first reported a position in ATMU in Q1 2024 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold ATMU as of Q1 2026.

  • United Capital Financial Advisors held 20,402 shares of Atmus Filtration Technologies worth $1.16M as of Q1 2026.
  • United Capital Financial Advisors sold 731 Atmus Filtration Technologies shares in Q1 2026, an estimated $43.2K.
  • Atmus Filtration Technologies made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #702 holding.
  • United Capital Financial Advisors first reported a position in Atmus Filtration Technologies in Q1 2024 and has held it in 9 quarters since.
  • 351 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.