Whelan Financial’s AtlasClear ATCH Stock Holding History

Whelan Financial’s Portfolio ATCH Stock Details ATCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20,000	Closed	-$5.02K	–	101
2025 Q4	$5.02K	Hold	20,000	–	–	﹤0.01%	95
2025 Q3	$10.2K	Buy	+20,000	New	+$6.37K	﹤0.01%	97

Other funds holding ATCH

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Whelan Financial's ATCH Position: Q1 2026 in Review

Whelan Financial sold out of AtlasClear (ATCH) in Q1 2026, closing a stake of 20,000 shares — an estimated $5.02K sold.

Whelan Financial first reported a position in ATCH in Q3 2025 and held it in 2 quarters. The position peaked at $10.2K in Q3 2025. 25 funds tracked by Wall St. Rank hold ATCH as of Q1 2026.

Whelan Financial reported no remaining AtlasClear position as of Q1 2026 after selling out during the quarter.
Whelan Financial sold 20,000 AtlasClear shares in Q1 2026, an estimated $5.02K.
Whelan Financial first reported a position in AtlasClear in Q3 2025 and held it in 2 quarters.
Whelan Financial's AtlasClear position peaked at $10.2K in Q3 2025.
25 funds tracked by Wall St. Rank held AtlasClear as of Q1 2026.

Based on Whelan Financial's 13F filing for Q1 2026, filed 24 Apr 2026.