AWC
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Abundance Wealth Counselors’s Alico ALCO Stock Holding History

Abundance Wealth Counselors’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6M Buy
38,795
+16,866
+77% +$699K 0.1% 117
2026
Q1 		$905K Buy
21,929
+2,456
+13% +$97.6K 0.13% 112
2025
Q4 		$708K Buy
19,473
+2,224
+13% +$77.4K 0.12% 114
2025
Q3 		$598K Sell
17,249
-2,351
-12% -$78.1K 0.1% 119
2025
Q2 		$641K Sell
19,600
-176
-0.9% -$5.34K 0.12% 116
2025
Q1 		$590K Buy
19,776
+8,755
+79% +$260K 0.12% 113
2024
Q4 		$286K Buy
+11,021
New +$288K 0.06% 125
2023
Q1 		– Sell
-10,708
Closed -$256K – 146
2022
Q4 		$256K Sell
10,708
-807
-7% -$23.3K 0.07% 122
2022
Q3 		$325K Buy
11,515
+869
+8% +$29.4K 0.09% 104
2022
Q2 		$379K Buy
10,646
+1,039
+11% +$41.4K 0.1% 103
2022
Q1 		$361K Buy
+9,607
New +$334K 0.1% 105

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Abundance Wealth Counselors's ALCO Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Alico (ALCO) stake by 77% in Q2 2026, buying an estimated $699K and bringing the position to 38,795 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #117.

Abundance Wealth Counselors first reported a position in ALCO in Q1 2022 and has held it in 11 quarters since. 111 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

  • Abundance Wealth Counselors held 38,795 shares of Alico worth $1.6M as of Q2 2026.
  • Abundance Wealth Counselors bought 16,866 Alico shares in Q2 2026, an estimated $699K.
  • Alico made up 0.1% of Abundance Wealth Counselors's portfolio in Q2 2026, its #117 holding.
  • Abundance Wealth Counselors first reported a position in Alico in Q1 2022 and has held it in 11 quarters since.
  • 111 funds tracked by Wall St. Rank held Alico as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.