Clearstead Advisors’s AlTi Global ALTI Stock Holding History

Clearstead Advisors’s Portfolio ALTI Stock Details ALTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-35	Closed	-$125	–	2760
2025 Q3	$125	Hold	35	–	–	﹤0.01%	2911
2025 Q2	$146	Buy	+35	New	+$121	﹤0.01%	2584

Other funds holding ALTI

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

YAG

Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearstead Advisors's ALTI Position: Q4 2025 in Review

Clearstead Advisors sold out of AlTi Global (ALTI) in Q4 2025, closing a stake of 35 shares — an estimated $125 sold.

Clearstead Advisors first reported a position in ALTI in Q2 2025 and held it in 2 quarters. The position peaked at $146 in Q2 2025. 76 funds tracked by Wall St. Rank hold ALTI as of Q4 2025.

Clearstead Advisors reported no remaining AlTi Global position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 35 AlTi Global shares in Q4 2025, an estimated $125.
Clearstead Advisors first reported a position in AlTi Global in Q2 2025 and held it in 2 quarters.
Clearstead Advisors's AlTi Global position peaked at $146 in Q2 2025.
76 funds tracked by Wall St. Rank held AlTi Global as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.