AE Wealth Management’s Alight ALIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-3,158
Closed -$123K – 2592
2025
Q4
$123K Sell
3,158
-73
-2% -$3.64K ﹤0.01% 1639
2025
Q3
$211K Buy
3,231
+1,073
+50% +$94.8K ﹤0.01% 1371
2025
Q2
$244K Buy
2,158
+1,267
+142% +$136K ﹤0.01% 1208
2025
Q1
$106K Sell
891
-171
-16% -$22.5K ﹤0.01% 1431
2024
Q4
$147K Buy
1,062
+497
+88% +$73K ﹤0.01% 1342
2024
Q3
$83.5K Buy
565
+8
+1% +$1.15K ﹤0.01% 1212
2024
Q2
$82.3K Buy
557
+57
+11% +$9.49K ﹤0.01% 1203
2024
Q1
$98.5K Buy
+500
New +$90.5K ﹤0.01% 1121

Other funds holding ALIT

AE Wealth Management's ALIT Position: Q1 2026 in Review

AE Wealth Management sold out of Alight (ALIT) in Q1 2026, closing a stake of 3,158 shares — an estimated $123K sold.

AE Wealth Management first reported a position in ALIT in Q1 2024 and held it in 8 quarters. The position peaked at $244K in Q2 2025. 280 funds tracked by Wall St. Rank hold ALIT as of Q1 2026.

  • AE Wealth Management reported no remaining Alight position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 3,158 Alight shares in Q1 2026, an estimated $123K.
  • AE Wealth Management first reported a position in Alight in Q1 2024 and held it in 8 quarters.
  • AE Wealth Management's Alight position peaked at $244K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held Alight as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.