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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
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

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arax Advisory Partners's ALTI Position: Q1 2026 in Review

Arax Advisory Partners increased its AlTi Global (ALTI) stake by 860% in Q1 2026, buying an estimated $363 and bringing the position to 96 shares worth $348. The position accounts for ﹤0.01% of the portfolio, ranked #3473.

Arax Advisory Partners first reported a position in ALTI in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.87K in Q3 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Arax Advisory Partners held 96 shares of AlTi Global worth $348 as of Q1 2026.
  • Arax Advisory Partners bought 86 AlTi Global shares in Q1 2026, an estimated $363.
  • AlTi Global made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3473 holding.
  • Arax Advisory Partners first reported a position in AlTi Global in Q2 2024 and has held it in 5 quarters since.
  • Arax Advisory Partners's AlTi Global position peaked at $2.87K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.