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Waverly Advisors’s ATI ATI Stock Holding History

Waverly 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 		$8.75M Sell
44,418
-1,664
-4% -$282K 0.05% 320
2026
Q1 		$6.7M Sell
46,082
-13,761
-23% -$1.92M 0.05% 339
2025
Q4 		$6.87M Buy
59,843
+709
+1% +$69.1K 0.06% 308
2025
Q3 		$4.81M Sell
59,134
-14,776
-20% -$1.2M 0.05% 327
2025
Q2 		$6.38M Sell
73,910
-473
-0.6% -$32.4K 0.07% 264
2025
Q1 		$3.87M Buy
+74,383
New +$4.22M 0.05% 342
2014
Q4 		– Sell
-199
Closed -$7K – 431
2014
Q3 		$7K Hold
199
– – ﹤0.01% 555
2014
Q2 		$9K Sell
199
-63
-24% -$2.58K ﹤0.01% 464
2014
Q1 		$10K Sell
262
-3,669
-93% -$123K ﹤0.01% 418
2013
Q4 		$140K Buy
3,931
+231
+6% +$7.6K 0.05% 182
2013
Q3 		$113K Buy
+3,700
New +$104K 0.06% 140

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

Waverly Advisors's ATI Position: Q2 2026 in Review

Waverly Advisors reduced its ATI (ATI) stake by 3.6% in Q2 2026, selling an estimated $282K and leaving 44,418 shares worth $8.75M. The position accounts for 0.05% of the portfolio, ranked #320.

Waverly Advisors first reported a position in ATI in Q3 2013 and has held it in 11 quarters since. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Waverly Advisors held 44,418 shares of ATI worth $8.75M as of Q2 2026.
  • Waverly Advisors sold 1,664 ATI shares in Q2 2026, an estimated $282K.
  • ATI made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #320 holding.
  • Waverly Advisors first reported a position in ATI in Q3 2013 and has held it in 11 quarters since.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.