VWA
ATI icon

Valued Wealth Advisors’s ATI ATI Stock Holding History

Valued Wealth 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 		$7.29K Buy
37
+17
+85% +$2.88K ﹤0.01% 367
2026
Q1 		$2.91K Buy
20
+17
+567% +$2.37K ﹤0.01% 480
2025
Q4 		$345 Hold
3
– – ﹤0.01% 568
2025
Q3 		$245 Hold
3
– – ﹤0.01% 568
2025
Q2 		$260 Hold
3
– – ﹤0.01% 563
2025
Q1 		$157 Hold
3
– – ﹤0.01% 618
2024
Q4 		$166 Buy
+3
New +$177 ﹤0.01% 617

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

Valued Wealth Advisors's ATI Position: Q2 2026 in Review

Valued Wealth Advisors increased its ATI (ATI) stake by 85% in Q2 2026, buying an estimated $2.88K and bringing the position to 37 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Valued Wealth Advisors first reported a position in ATI in Q4 2024 and has held it in 7 quarters since. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Valued Wealth Advisors held 37 shares of ATI worth $7.29K as of Q2 2026.
  • Valued Wealth Advisors bought 17 ATI shares in Q2 2026, an estimated $2.88K.
  • ATI made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #367 holding.
  • Valued Wealth Advisors first reported a position in ATI in Q4 2024 and has held it in 7 quarters since.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.