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United Financial Planning Group’s ATI ATI Stock Holding History

United Financial Planning Group’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 		$13K Hold
66
– – 0.01% 215
2026
Q1 		$9.6K Buy
+66
New +$9.19K 0.01% 218

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 $3.38T AUM 44.17% 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

United Financial Planning Group's ATI Position: Q2 2026 in Review

United Financial Planning Group held its ATI (ATI) position steady in Q2 2026 at 66 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #215.

United Financial Planning Group first reported a position in ATI in Q1 2026 and has held it in 2 quarters since. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • United Financial Planning Group held 66 shares of ATI worth $13K as of Q2 2026.
  • United Financial Planning Group left its ATI share count unchanged in Q2 2026.
  • ATI made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #215 holding.
  • United Financial Planning Group first reported a position in ATI in Q1 2026 and has held it in 2 quarters since.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.