Corient Private Wealth
ALG icon

Corient Private Wealth’s Alamo Group ALG Stock Holding History

Corient Private Wealth’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 		$327K Sell
1,989
-36
-2% -$5.82K ﹤0.01% 2504
2026
Q1 		$334K Buy
2,025
+16
+0.8% +$3.02K ﹤0.01% 2262
2025
Q4 		$337K Sell
2,009
-126
-6% -$21.9K ﹤0.01% 2103
2025
Q3 		$408K Buy
2,135
+25
+1% +$5.37K ﹤0.01% 1926
2025
Q2 		$461K Sell
2,110
-20
-0.9% -$3.82K ﹤0.01% 1745
2025
Q1 		$380K Buy
2,130
+130
+7% +$23.9K ﹤0.01% 1734
2024
Q4 		$372K Buy
2,000
+34
+2% +$6.35K ﹤0.01% 1781
2024
Q3 		$354K Hold
1,966
– – ﹤0.01% 1935
2024
Q2 		$340K Hold
1,966
– – ﹤0.01% 1830
2024
Q1 		$449K Buy
1,966
+97
+5% +$20.3K ﹤0.01% 1688
2023
Q4 		$393K Sell
1,869
-6
-0.3% -$1.1K ﹤0.01% 1736
2023
Q3 		$324K Buy
+1,875
New +$336K ﹤0.01% 1718

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

Corient Private Wealth's ALG Position: Q2 2026 in Review

Corient Private Wealth reduced its Alamo Group (ALG) stake by 1.8% in Q2 2026, selling an estimated $5.82K and leaving 1,989 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Corient Private Wealth first reported a position in ALG in Q3 2023 and has held it in 12 quarters since. The position peaked at $461K in Q2 2025. 271 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • Corient Private Wealth held 1,989 shares of Alamo Group worth $327K as of Q2 2026.
  • Corient Private Wealth sold 36 Alamo Group shares in Q2 2026, an estimated $5.82K.
  • Alamo Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2504 holding.
  • Corient Private Wealth first reported a position in Alamo Group in Q3 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's Alamo Group position peaked at $461K in Q2 2025.
  • 271 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.