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Concord Wealth Partners’s Ralliant Corp RAL Stock Holding History

Concord Wealth Partners’s Portfolio RAL Stock Details RAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17
Closed -$743 – 906
2025
Q3 		$743 Sell
17
-1
-6% -$44 ﹤0.01% 753
2025
Q2 		$857 Buy
+18
New +$886 ﹤0.01% 765

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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Concord Wealth Partners's RAL Position: Q4 2025 in Review

Concord Wealth Partners sold out of Ralliant Corp (RAL) in Q4 2025, closing a stake of 17 shares — an estimated $743 sold.

Concord Wealth Partners first reported a position in RAL in Q2 2025 and held it in 2 quarters. The position peaked at $857 in Q2 2025. 504 funds tracked by Wall St. Rank hold RAL as of Q4 2025.

  • Concord Wealth Partners reported no remaining Ralliant Corp position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 17 Ralliant Corp shares in Q4 2025, an estimated $743.
  • Concord Wealth Partners first reported a position in Ralliant Corp in Q2 2025 and held it in 2 quarters.
  • Concord Wealth Partners's Ralliant Corp position peaked at $857 in Q2 2025.
  • 504 funds tracked by Wall St. Rank held Ralliant Corp as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.