USA Financial Formulas’s ATI ATI Stock Holding History

USA Financial Formulas’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	$189K	Sell	960 -32	-3%	-$5.42K	0.03%	140
2026 Q1	$144K	Buy	+992	New	+$138K	0.03%	145
2023 Q4	–	Sell	-1,880	Closed	-$77.4K	–	358
2023 Q3	$77.4K	Buy	1,880 +9	+0.5%	+$400	0.12%	172
2023 Q2	$82.8K	Sell	1,871 -93	-5%	-$3.56K	0.13%	122
2023 Q1	$77.5K	Buy	+1,964	New	+$74.2K	0.13%	100
2022 Q3	–	Sell	-3,361	Closed	-$76K	–	303
2022 Q2	$76K	Buy	+3,361	New	+$88.6K	0.1%	110
2018 Q3	–	Sell	-3,637	Closed	-$86K	–	278
2018 Q2	$86K	Hold	3,637	–	–	0.02%	301
2018 Q1	$86K	Buy	+3,637	New	+$97.6K	0.02%	301
2017 Q2	–	Sell	-24,699	Closed	-$444K	–	231
2017 Q1	$444K	Buy	+24,699	New	+$464K	0.11%	174

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 $3.37T AUM 44.26% 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

USA Financial Formulas's ATI Position: Q2 2026 in Review

USA Financial Formulas reduced its ATI (ATI) stake by 3.2% in Q2 2026, selling an estimated $5.42K and leaving 960 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #140.

USA Financial Formulas first reported a position in ATI in Q1 2017 and has held it in 9 quarters since. The position peaked at $444K in Q1 2017. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

USA Financial Formulas held 960 shares of ATI worth $189K as of Q2 2026.
USA Financial Formulas sold 32 ATI shares in Q2 2026, an estimated $5.42K.
ATI made up 0.03% of USA Financial Formulas's portfolio in Q2 2026, its #140 holding.
USA Financial Formulas first reported a position in ATI in Q1 2017 and has held it in 9 quarters since.
USA Financial Formulas's ATI position peaked at $444K in Q1 2017.
793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.