AAG
ALMU

Accordant Advisory Group’s Aeluma Inc ALMU Stock Holding History

Accordant Advisory Group’s Portfolio ALMU Stock Details ALMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.83K Hold
400
– – 0.01% 178
2026
Q1 		$5.24K Hold
400
– – ﹤0.01% 185
2025
Q4 		$6.87K Hold
400
– – ﹤0.01% 140
2025
Q3 		$6.44K Hold
400
– – ﹤0.01% 141
2025
Q2 		$6.55K Buy
+400
New +$4.8K ﹤0.01% 138

Other funds holding ALMU

WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Accordant Advisory Group's ALMU Position: Q2 2026 in Review

Accordant Advisory Group held its Aeluma Inc (ALMU) position steady in Q2 2026 at 400 shares worth $8.83K. The position accounts for 0.01% of the portfolio, ranked #178.

Accordant Advisory Group first reported a position in ALMU in Q2 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold ALMU as of Q2 2026.

  • Accordant Advisory Group held 400 shares of Aeluma Inc worth $8.83K as of Q2 2026.
  • Accordant Advisory Group left its Aeluma Inc share count unchanged in Q2 2026.
  • Aeluma Inc made up 0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #178 holding.
  • Accordant Advisory Group first reported a position in Aeluma Inc in Q2 2025 and has held it in 5 quarters since.
  • 22 funds tracked by Wall St. Rank held Aeluma Inc as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.