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Valmark Advisers’s TAT Technologies TATT Stock Holding History

Valmark Advisers’s Portfolio TATT Stock Details TATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-21,380
Closed -$653K – 677
2025
Q2 		$653K Buy
+21,380
New +$615K 0.01% 405

Other funds holding TATT

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $214M AUM 32.43% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Valmark Advisers's TATT Position: Q3 2025 in Review

Valmark Advisers sold out of TAT Technologies (TATT) in Q3 2025, closing a stake of 21,380 shares — an estimated $653K sold.

Valmark Advisers first reported a position in TATT in Q2 2025 and held it in 1 quarter. The position peaked at $653K in Q2 2025. 80 funds tracked by Wall St. Rank hold TATT as of Q3 2025.

  • Valmark Advisers reported no remaining TAT Technologies position as of Q3 2025 after selling out during the quarter.
  • Valmark Advisers sold 21,380 TAT Technologies shares in Q3 2025, an estimated $653K.
  • Valmark Advisers first reported a position in TAT Technologies in Q2 2025 and held it in 1 quarter.
  • Valmark Advisers's TAT Technologies position peaked at $653K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held TAT Technologies as of Q3 2025.

Based on Valmark Advisers's 13F filing for Q3 2025, filed 24 Oct 2025.