AWA
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Arete Wealth Advisors’s Astera Labs ALAB Stock Holding History

Arete Wealth Advisors’s Portfolio ALAB Stock Details ALAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,815
Closed -$1.92M – 779
2025
Q3 		$1.92M Buy
9,815
+3,565
+57% +$586K 0.12% 172
2025
Q2 		$565K Sell
6,250
-800
-11% -$63.2K 0.04% 375
2025
Q1 		$421K Sell
7,050
-900
-11% -$83.3K 0.03% 437
2024
Q4 		$1.05M Buy
+7,950
New +$746K 0.08% 246

Other funds holding ALAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

Arete Wealth Advisors's ALAB Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Astera Labs (ALAB) in Q4 2025, closing a stake of 9,815 shares — an estimated $1.92M sold.

Arete Wealth Advisors first reported a position in ALAB in Q4 2024 and held it in 4 quarters. The position peaked at $1.92M in Q3 2025. 701 funds tracked by Wall St. Rank hold ALAB as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Astera Labs position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 9,815 Astera Labs shares in Q4 2025, an estimated $1.92M.
  • Arete Wealth Advisors first reported a position in Astera Labs in Q4 2024 and held it in 4 quarters.
  • Arete Wealth Advisors's Astera Labs position peaked at $1.92M in Q3 2025.
  • 701 funds tracked by Wall St. Rank held Astera Labs as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.