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Alliance Wealth Advisors (Utah)’s Realty Income O Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$692K Sell
11,165
-4,127
-27% -$257K 0.13% 93
2026
Q1 		$936K Sell
15,292
-10,824
-41% -$678K 0.2% 83
2025
Q4 		$1.47M Sell
26,116
-13,036
-33% -$755K 0.32% 79
2025
Q3 		$2.38M Buy
39,152
+1,410
+4% +$82.1K 0.56% 55
2025
Q2 		$2.17M Buy
37,742
+827
+2% +$46.8K 0.52% 61
2025
Q1 		$2.14M Buy
36,915
+247
+0.7% +$13.7K 0.56% 64
2024
Q4 		$1.96M Buy
36,668
+767
+2% +$44.7K 0.51% 66
2024
Q3 		$2.28M Buy
35,901
+1,866
+5% +$111K 0.6% 58
2024
Q2 		$1.8M Buy
34,035
+1,682
+5% +$89.8K 0.53% 59
2024
Q1 		$1.75M Buy
32,353
+2,476
+8% +$134K 0.52% 58
2023
Q4 		$1.72M Buy
29,877
+236
+0.8% +$12.4K 0.58% 54
2023
Q3 		$1.48M Buy
29,641
+1,634
+6% +$94K 0.55% 57
2023
Q2 		$1.67M Buy
28,007
+1,086
+4% +$66.3K 0.62% 54
2023
Q1 		$1.7M Buy
26,921
+584
+2% +$37.8K 0.69% 48
2022
Q4 		$1.67M Buy
+26,337
New +$1.64M 0.75% 46

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Alliance Wealth Advisors (Utah)'s O Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Realty Income (O) stake by 27% in Q2 2026, selling an estimated $257K and leaving 11,165 shares worth $692K. The position accounts for 0.13% of the portfolio, ranked #93.

Alliance Wealth Advisors (Utah) first reported a position in O in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.38M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 11,165 shares of Realty Income worth $692K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 4,127 Realty Income shares in Q2 2026, an estimated $257K.
  • Realty Income made up 0.13% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #93 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Realty Income in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Realty Income position peaked at $2.38M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.