Waldron Private Wealth’s ATI ATI Stock Holding History

Waldron Private Wealth’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 Q1	$1.44M	Hold	9,903	–	–	0.06%	111
2025 Q4	$1.14M	Buy	9,903 +400	+4%	+$39K	0.04%	126
2025 Q3	$773K	Hold	9,503	–	–	0.03%	164
2025 Q2	$820K	Sell	9,503 -2,950	-24%	-$202K	0.04%	155
2025 Q1	$648K	Sell	12,453 -141	-1%	-$8K	0.03%	165
2024 Q4	$693K	Sell	12,594 -17,323	-58%	-$1.02M	0.03%	208
2024 Q3	$2M	Buy	29,917 +23	+0.1%	+$1.43K	0.08%	104
2024 Q2	$1.66M	Hold	29,894	–	–	0.07%	111
2024 Q1	$1.53M	Hold	29,894	–	–	0.07%	117
2023 Q4	$1.36M	Buy	29,894 +2	+0%	+$83	0.06%	123
2023 Q3	$1.23M	Hold	29,892	–	–	0.06%	130
2023 Q2	$1.32M	Sell	29,892 -79	-0.3%	-$3.02K	0.07%	125
2023 Q1	$1.18M	Buy	+29,971	New	+$1.13M	0.06%	149
2015 Q4	–	Sell	-27,000	Closed	-$382K	–	169
2015 Q3	$382K	Buy	+27,000	New	+$559K	0.16%	59

Other funds holding ATI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Waldron Private Wealth's ATI Position: Q1 2026 in Review

Waldron Private Wealth held its ATI (ATI) position steady in Q1 2026 at 9,903 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #111.

Waldron Private Wealth first reported a position in ATI in Q3 2015 and has held it in 14 quarters since. The position peaked at $2M in Q3 2024. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

Waldron Private Wealth held 9,903 shares of ATI worth $1.44M as of Q1 2026.
Waldron Private Wealth left its ATI share count unchanged in Q1 2026.
ATI made up 0.06% of Waldron Private Wealth's portfolio in Q1 2026, its #111 holding.
Waldron Private Wealth first reported a position in ATI in Q3 2015 and has held it in 14 quarters since.
Waldron Private Wealth's ATI position peaked at $2M in Q3 2024.
673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.