Ballentine Partners’s Alignment Healthcare ALHC Stock Holding History

Ballentine Partners’s Portfolio ALHC Stock Details ALHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$247K	Sell	10,380 -786	-7%	-$15.1K	﹤0.01%	900
2026 Q1	$197K	Buy	11,166 +170	+2%	+$3.41K	﹤0.01%	945
2025 Q4	$217K	Sell	10,996 -1,044	-9%	-$18.8K	﹤0.01%	887
2025 Q3	$210K	Sell	12,040 -822	-6%	-$12.2K	﹤0.01%	888
2025 Q2	$180K	Buy	12,862 +1,188	+10%	+$19.1K	﹤0.01%	895
2025 Q1	$217K	Buy	11,674 +924	+9%	+$13.8K	﹤0.01%	765
2024 Q4	$121K	Buy	+10,750	New	+$126K	﹤0.01%	825

Other funds holding ALHC

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ballentine Partners's ALHC Position: Q2 2026 in Review

Ballentine Partners reduced its Alignment Healthcare (ALHC) stake by 7% in Q2 2026, selling an estimated $15.1K and leaving 10,380 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Ballentine Partners first reported a position in ALHC in Q4 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold ALHC as of Q2 2026.

Ballentine Partners held 10,380 shares of Alignment Healthcare worth $247K as of Q2 2026.
Ballentine Partners sold 786 Alignment Healthcare shares in Q2 2026, an estimated $15.1K.
Alignment Healthcare made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #900 holding.
Ballentine Partners first reported a position in Alignment Healthcare in Q4 2024 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held Alignment Healthcare as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.