Clearstead Trust’s Alamo Group ALG Stock Holding History

Clearstead Trust’s Portfolio ALG Stock Details ALG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6	Closed	-$1.15K	–	1026
2025 Q3	$1.15K	Hold	6	–	–	﹤0.01%	1175
2025 Q2	$1.31K	Buy	+6	New	+$1.15K	﹤0.01%	1068

Other funds holding ALG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's ALG Position: Q4 2025 in Review

Clearstead Trust sold out of Alamo Group (ALG) in Q4 2025, closing a stake of 6 shares — an estimated $1.15K sold.

Clearstead Trust first reported a position in ALG in Q2 2025 and held it in 2 quarters. The position peaked at $1.31K in Q2 2025. 259 funds tracked by Wall St. Rank hold ALG as of Q4 2025.

Clearstead Trust reported no remaining Alamo Group position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 6 Alamo Group shares in Q4 2025, an estimated $1.15K.
Clearstead Trust first reported a position in Alamo Group in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Alamo Group position peaked at $1.31K in Q2 2025.
259 funds tracked by Wall St. Rank held Alamo Group as of Q4 2025.

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