Abound Wealth Management’s Alkermes ALKS Stock Holding History

Abound Wealth Management’s Portfolio ALKS Stock Details ALKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210	Sell	4 -1	-20%	-$39	﹤0.01%	1104
2026 Q1	$177	Sell	5 -3	-38%	-$93	﹤0.01%	1265
2025 Q4	$224	Hold	8	–	–	﹤0.01%	1135
2025 Q3	$240	Hold	8	–	–	﹤0.01%	1065
2025 Q2	$229	Hold	8	–	–	﹤0.01%	994
2025 Q1	$265	Sell	8 -2	-20%	-$65	﹤0.01%	900
2024 Q4	$288	Hold	10	–	–	﹤0.01%	904
2024 Q3	$280	Hold	10	–	–	﹤0.01%	994
2024 Q2	$241	Sell	10 -10	-50%	-$245	﹤0.01%	1052
2024 Q1	$542	Buy	+20	New	+$568	﹤0.01%	870

Other funds holding ALKS

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM