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Copeland Capital Management’s Alamo Group ALG Stock Holding History

Copeland Capital Management’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
2026
Q2 		$34.1M Buy
207,212
+25,747
+14% +$4.16M 0.7% 55
2026
Q1 		$29.9M Buy
181,465
+118,737
+189% +$22.4M 0.67% 58
2025
Q4 		$10.5M Buy
+62,728
New +$10.9M 0.24% 115
2020
Q1 		– Sell
-146
Closed -$18K – 276
2019
Q4 		$18K Hold
146
– – ﹤0.01% 174
2019
Q3 		$17K Hold
146
– – ﹤0.01% 171
2019
Q2 		$15K Buy
146
+5
+4% +$499 ﹤0.01% 190
2019
Q1 		$14K Buy
141
+5
+4% +$451 ﹤0.01% 182
2018
Q4 		$11K Buy
+136
New +$11.3K ﹤0.01% 188

Other funds holding ALG

BlackRock
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Copeland Capital Management's ALG Position: Q2 2026 in Review

Copeland Capital Management increased its Alamo Group (ALG) stake by 14% in Q2 2026, buying an estimated $4.16M and bringing the position to 207,212 shares worth $34.1M. The position accounts for 0.7% of the portfolio, ranked #55.

Copeland Capital Management first reported a position in ALG in Q4 2018 and has held it in 8 quarters since. 271 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • Copeland Capital Management held 207,212 shares of Alamo Group worth $34.1M as of Q2 2026.
  • Copeland Capital Management bought 25,747 Alamo Group shares in Q2 2026, an estimated $4.16M.
  • Alamo Group made up 0.7% of Copeland Capital Management's portfolio in Q2 2026, its #55 holding.
  • Copeland Capital Management first reported a position in Alamo Group in Q4 2018 and has held it in 8 quarters since.
  • 271 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.