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CM Wealth Advisors’s Allient ALNT Stock Holding History

CM Wealth Advisors’s Portfolio ALNT Stock Details ALNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$926K Buy
+8,996
New +$694K 0.17% 55

Other funds holding ALNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CM Wealth Advisors's ALNT Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Allient (ALNT) in Q2 2026: 8,996 shares worth $926K. The stake represents 0.17% of the portfolio and ranks #55 among its holdings.

230 funds tracked by Wall St. Rank hold ALNT as of Q2 2026.

  • CM Wealth Advisors held 8,996 shares of Allient worth $926K as of Q2 2026.
  • Allient was a new CM Wealth Advisors position in Q2 2026.
  • Allient made up 0.17% of CM Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • 230 funds tracked by Wall St. Rank held Allient as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.