Clearstead Advisors’s AlTi Global ALTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$55 Buy
+15
New +$52 ﹤0.01% 3465
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

Clearstead Advisors's ALTI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in AlTi Global (ALTI) in Q2 2026: 15 shares worth $55. The stake represents ﹤0.01% of the portfolio and ranks #3465 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ALTI as recently as Q3 2025.

Clearstead Advisors first reported a position in ALTI in Q2 2025 and has held it in 3 quarters since. The position peaked at $146 in Q2 2025. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • Clearstead Advisors held 15 shares of AlTi Global worth $55 as of Q2 2026.
  • AlTi Global was a new Clearstead Advisors position in Q2 2026.
  • AlTi Global made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3465 holding.
  • Clearstead Advisors first reported a position in AlTi Global in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's AlTi Global position peaked at $146 in Q2 2025.
  • 75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.