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
Q1 		$334K Sell
2,025
-1,993
-50% -$376K ﹤0.01% 2262
2025
Q4 		$675K Buy
4,018
+1,883
+88% +$328K ﹤0.01% 2135
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 $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Corient Private Wealth's ALG Position: Q1 2026 in Review

Corient Private Wealth reduced its Alamo Group (ALG) stake by 50% in Q1 2026, selling an estimated $376K and leaving 2,025 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

Corient Private Wealth first reported a position in ALG in Q3 2023 and has held it in 11 quarters since. The position peaked at $675K in Q4 2025. 258 funds tracked by Wall St. Rank hold ALG as of Q1 2026.

  • Corient Private Wealth held 2,025 shares of Alamo Group worth $334K as of Q1 2026.
  • Corient Private Wealth sold 1,993 Alamo Group shares in Q1 2026, an estimated $376K.
  • Alamo Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2262 holding.
  • Corient Private Wealth first reported a position in Alamo Group in Q3 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's Alamo Group position peaked at $675K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Alamo Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.