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AlTi Global’s AlTi Global ALTI Stock Holding History

AlTi Global’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.79M Hold
773,167
– – 0.06% 152
2026
Q1 		$2.81M Sell
773,167
-7
-0% -$30 0.06% 133
2025
Q4 		$3.59M Buy
773,174
+4
+0% +$17 0.08% 116
2025
Q3 		$2.75M Buy
773,170
+3
+0% +$12 0.06% 137
2025
Q2 		$3.21M Hold
773,167
– – 0.08% 126
2025
Q1 		$2.35M Sell
773,167
-44,260
-5% -$159K 0.06% 129
2024
Q4 		$3.59M Sell
817,427
-17,975
-2% -$76.2K 0.09% 109
2024
Q3 		$3.12M Buy
835,402
+63,216
+8% +$272K 0.08% 120
2024
Q2 		$4.02M Buy
772,186
+11,216
+1% +$53.9K 0.11% 99
2024
Q1 		$4.31M Buy
760,970
+592,025
+350% +$3.65M 0.12% 97
2023
Q4 		$1.48M Buy
+168,945
New +$1.27M 0.05% 154

Other funds holding ALTI

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AlTi Global's ALTI Position: Q2 2026 in Review

AlTi Global held its AlTi Global (ALTI) position steady in Q2 2026 at 773,167 shares worth $2.79M. The position accounts for 0.06% of the portfolio, ranked #152.

AlTi Global first reported a position in ALTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.31M in Q1 2024. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • AlTi Global held 773,167 shares of AlTi Global worth $2.79M as of Q2 2026.
  • AlTi Global left its AlTi Global share count unchanged in Q2 2026.
  • AlTi Global made up 0.06% of AlTi Global's portfolio in Q2 2026, its #152 holding.
  • AlTi Global first reported a position in AlTi Global in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's AlTi Global position peaked at $4.31M in Q1 2024.
  • 75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.