AWM
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Atticus Wealth Management’s AllianceBernstein AB Stock Holding History

Atticus Wealth Management’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,345
Closed -$95.7K – 199
2025
Q2 		$95.7K Hold
2,345
– – 0.03% 246
2025
Q1 		$89.8K Sell
2,345
-1,701
-42% -$64K 0.03% 172
2024
Q4 		$150K Buy
4,046
+35
+0.9% +$1.28K 0.05% 135
2024
Q3 		$140K Sell
4,011
-61
-1% -$2.08K 0.04% 142
2024
Q2 		$138K Sell
4,072
-192
-5% -$6.43K 0.05% 141
2024
Q1 		$148K Sell
4,264
-371
-8% -$12.3K 0.05% 136
2023
Q4 		$144K Buy
4,635
+34
+0.7% +$1K 0.05% 137
2023
Q3 		$140K Buy
4,601
+30
+0.7% +$953 0.05% 148
2023
Q2 		$147K Buy
4,571
+28
+0.6% +$958 0.05% 152
2023
Q1 		$166K Buy
4,543
+28
+0.6% +$1.05K 0.06% 144
2022
Q4 		$155K Buy
4,515
+42
+0.9% +$1.56K 0.06% 139
2022
Q3 		$186K Hold
4,473
– – 0.09% 118
2022
Q2 		$186K Buy
4,473
+28
+0.6% +$1.18K 0.08% 134
2022
Q1 		$209K Buy
4,445
+350
+9% +$16.3K 0.08% 140
2021
Q4 		$200K Sell
4,095
-100
-2% -$5.23K 0.08% 122
2021
Q3 		$208K Sell
4,195
-139
-3% -$6.85K 0.09% 102
2021
Q2 		$202K Buy
4,334
+714
+20% +$31.1K 0.09% 113
2021
Q1 		$145K Sell
3,620
-425
-11% -$15.9K 0.07% 131
2020
Q4 		$137K Hold
4,045
– – 0.07% 134
2020
Q3 		$109K Sell
4,045
-475
-11% -$13.3K 0.07% 132
2020
Q2 		$123K Hold
4,520
– – 0.08% 110
2020
Q1 		$84K Sell
4,520
-75
-2% -$2.21K 0.07% 130
2019
Q4 		$139K Buy
+4,595
New +$134K 0.09% 108

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Atticus Wealth Management's AB Position: Q3 2025 in Review

Atticus Wealth Management sold out of AllianceBernstein (AB) in Q3 2025, closing a stake of 2,345 shares — an estimated $95.7K sold.

Atticus Wealth Management first reported a position in AB in Q4 2019 and held it in 23 quarters. The position peaked at $209K in Q1 2022. 275 funds tracked by Wall St. Rank hold AB as of Q3 2025.

  • Atticus Wealth Management reported no remaining AllianceBernstein position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 2,345 AllianceBernstein shares in Q3 2025, an estimated $95.7K.
  • Atticus Wealth Management first reported a position in AllianceBernstein in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's AllianceBernstein position peaked at $209K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.