BHPW
ALX

Beverly Hills Private Wealth’s Alexander's ALX Stock Holding History

Beverly Hills Private Wealth’s Portfolio ALX Stock Details ALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.14M Buy
25,913
+2,205
+9% +$551K 1.36% 18
2026
Q1 		$5.6M Buy
23,708
+2,470
+12% +$588K 0.93% 28
2025
Q4 		$4.63M Buy
21,238
+952
+5% +$212K 0.79% 31
2025
Q3 		$4.76M Buy
20,286
+2,332
+13% +$548K 0.84% 23
2025
Q2 		$4.05M Buy
17,954
+11,322
+171% +$2.44M 0.76% 29
2025
Q1 		$1.39M Buy
+6,632
New +$1.34M 0.27% 95

Other funds holding ALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Beverly Hills Private Wealth's ALX Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Alexander's (ALX) stake by 9.3% in Q2 2026, buying an estimated $551K and bringing the position to 25,913 shares worth $7.14M. The position accounts for 1.36% of the portfolio, ranked #18.

Beverly Hills Private Wealth first reported a position in ALX in Q1 2025 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold ALX as of Q2 2026.

  • Beverly Hills Private Wealth held 25,913 shares of Alexander's worth $7.14M as of Q2 2026.
  • Beverly Hills Private Wealth bought 2,205 Alexander's shares in Q2 2026, an estimated $551K.
  • Alexander's made up 1.36% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #18 holding.
  • Beverly Hills Private Wealth first reported a position in Alexander's in Q1 2025 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held Alexander's as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.