Position in ATI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,157,095
+$2,532,922 QoQ
Shares Held
36,312
+14.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#9
of 84 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 3.5470367922449877.ToString("F0")%
Shared 0.ToString("F0")%
None 96.45296320775502.ToString("F0")%
Common Shares in ATI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $45,699,094 across 7 Metal Fabrication names. ATI ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
|
34,007 | $20,976,877 | |
| 2 | MLI |
Mueller Industries Inc
|
248,109 | $15,250,019 | |
| 3 | ATI |
Ati Inc
This page
|
36,312 | $7,157,095 | |
| 4 | CMC |
COMMERCIAL METALS Co
|
21,370 | $1,340,967 | |
| 5 | MEC |
Mayville Engineering Company, Inc.
|
13,946 | $522,417 | |
| 6 | IIIN |
Insteel Industries Inc
|
7,824 | $236,284 | |
| 7 | RYZ |
Ryerson Holding Corp
|
8,754 | $215,435 |
All Filings in ATI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,157,095 | 36,312 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,624,173 | 31,790 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,943,364 | 25,648 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,359,110 | 16,709 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,403,543 | 16,256 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $853,760 | 16,409 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $902,490 | 16,397 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,092,841 | 16,333 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $798,313 | 14,397 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $601,298 | 11,751 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $536,182 | 11,792 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $490,590 | 11,922 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||