Blue Trust Inc’s Alignment Healthcare ALHC Stock Holding History

Blue Trust Inc’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 Q1	$598K	Hold	33,937	–	–	0.01%	432
2025 Q4	$670K	Sell	33,937 -2,975	-8%	-$53.4K	0.01%	387
2025 Q3	$644K	Hold	36,912	–	–	0.01%	405
2025 Q2	$517K	Buy	36,912 +12,045	+48%	+$194K	0.01%	436
2025 Q1	$463K	Buy	24,867 +23,994	+2,748%	+$358K	0.01%	431
2024 Q4	$9.82K	Sell	873 -122,821	-99%	-$1.44M	﹤0.01%	1915
2024 Q3	$967K	Sell	123,694 -133,263	-52%	-$1.26M	0.01%	282
2024 Q2	$1.27M	Buy	256,957 +505	+0.2%	+$3.3K	0.02%	190
2024 Q1	$1.27M	Buy	256,452 +82,476	+47%	+$528K	0.02%	164
2023 Q4	$1.21M	Buy	173,976 +54,866	+46%	+$401K	0.02%	150
2023 Q3	$685K	Sell	119,110 -49,224	-29%	-$297K	0.01%	209
2023 Q2	$1.07M	Buy	168,334 +39,381	+31%	+$255K	0.02%	152
2023 Q1	$1.52M	Hold	128,953	–	–	0.02%	156
2022 Q4	$1.53M	Hold	128,953	–	–	0.03%	140
2022 Q3	$1.47M	Buy	128,953 +5,178	+4%	+$75.6K	0.03%	120
2022 Q2	$1.39M	Buy	+123,775	New	+$1.31M	0.02%	120

Other funds holding ALHC

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return