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 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 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

Waverly Advisors's ATI Position: Q1 2026 in Review

Waverly Advisors reduced its ATI (ATI) stake by 23% in Q1 2026, selling an estimated $1.92M and leaving 46,082 shares worth $6.7M. The position accounts for 0.05% of the portfolio, ranked #339.

Waverly Advisors first reported a position in ATI in Q3 2013 and has held it in 10 quarters since. The position peaked at $6.87M in Q4 2025. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

Waverly Advisors held 46,082 shares of ATI worth $6.7M as of Q1 2026.
Waverly Advisors sold 13,761 ATI shares in Q1 2026, an estimated $1.92M.
ATI made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #339 holding.
Waverly Advisors first reported a position in ATI in Q3 2013 and has held it in 10 quarters since.
Waverly Advisors's ATI position peaked at $6.87M in Q4 2025.
673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.