Arax Advisory Partners
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Arax Advisory Partners’s AlTi Global ALTI Stock Holding History

Arax Advisory Partners’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
Q3 		$2.05K Sell
685
-49
-7% -$178 ﹤0.01% 4893
2026
Q2 		$2.65K Buy
734
+638
+665% +$2.21K ﹤0.01% 4752
2026
Q1 		$348 Buy
96
+86
+860% +$363 ﹤0.01% 3473
2025
Q4 		$46 Sell
10
-797
-99% -$3.29K ﹤0.01% 3929
2025
Q3 		$2.87K Buy
+807
New +$3.35K ﹤0.01% 3020
2024
Q4 		– Sell
-1
Closed -$4 – 2431
2024
Q3 		$4 Hold
1
– – ﹤0.01% 2611
2024
Q2 		$6 Buy
+1
New +$5 ﹤0.01% 2535

Other funds holding ALTI

Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BlueCrest Capital Management
BlueCrest Capital Management St Helier, Jersey $2.76B AUM 15.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Yorkville Advisors Global
Yorkville Advisors Global Mountainside, New Jersey $133M AUM 33.08% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Arax Advisory Partners's ALTI Position: Q3 2026 in Review

Arax Advisory Partners reduced its AlTi Global (ALTI) stake by 6.7% in Q3 2026, selling an estimated $178 and leaving 685 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #4893.

Arax Advisory Partners first reported a position in ALTI in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.87K in Q3 2025. 58 funds tracked by Wall St. Rank hold ALTI as of Q3 2026.

  • Arax Advisory Partners held 685 shares of AlTi Global worth $2.05K as of Q3 2026.
  • Arax Advisory Partners sold 49 AlTi Global shares in Q3 2026, an estimated $178.
  • AlTi Global made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #4893 holding.
  • Arax Advisory Partners first reported a position in AlTi Global in Q2 2024 and has held it in 7 quarters since.
  • Arax Advisory Partners's AlTi Global position peaked at $2.87K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held AlTi Global as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.