Whalen Wealth Management’s ATI ATI Stock Holding History

Whalen Wealth Management’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	–	Sell	-3,926	Closed	-$451K	–	178
2025 Q4	$451K	Buy	+3,926	New	+$383K	0.24%	121

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

Whalen Wealth Management's ATI Position: Q1 2026 in Review

Whalen Wealth Management sold out of ATI (ATI) in Q1 2026, closing a stake of 3,926 shares — an estimated $451K sold.

Whalen Wealth Management first reported a position in ATI in Q4 2025 and held it in 1 quarter. The position peaked at $451K in Q4 2025. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

Whalen Wealth Management reported no remaining ATI position as of Q1 2026 after selling out during the quarter.
Whalen Wealth Management sold 3,926 ATI shares in Q1 2026, an estimated $451K.
Whalen Wealth Management first reported a position in ATI in Q4 2025 and held it in 1 quarter.
Whalen Wealth Management's ATI position peaked at $451K in Q4 2025.
673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.