Covestor’s Alignment Healthcare ALHC Stock Holding History

Covestor’s Portfolio ALHC Stock Details ALHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15K	Sell	840 -317	-27%	-$6.37K	0.01%	1212
2025 Q4	$23K	Buy	1,157 +1,036	+856%	+$18.6K	0.01%	1221
2025 Q3	$2K	Buy	121 +112	+1,244%	+$1.66K	﹤0.01%	1909
2025 Q2	$0	Sell	9 -5	-36%	-$81	﹤0.01%	2156
2025 Q1	$0	Buy	14 +1	+8%	+$15	﹤0.01%	2164
2024 Q4	$0	Sell	13 -4	-24%	-$47	﹤0.01%	2186
2024 Q3	$0	Sell	17 -1	-6%	-$9	﹤0.01%	2162
2024 Q2	$0	Hold	18	–	–	﹤0.01%	2193
2024 Q1	$0	Sell	18 -1	-5%	-$6	﹤0.01%	2192
2023 Q4	$0	Sell	19 -2	-10%	-$15	﹤0.01%	2094
2023 Q3	$0	Sell	21 -3	-13%	-$18	﹤0.01%	2063
2023 Q2	$0	Buy	24 +9	+60%	+$58	﹤0.01%	2082
2023 Q1	$0	Hold	15	–	–	﹤0.01%	1961
2022 Q4	$0	Sell	15 -1	-6%	-$12	﹤0.01%	2006
2022 Q3	$0	Sell	16 -14	-47%	-$204	﹤0.01%	1928
2022 Q2	$0	Sell	30 -9	-23%	-$95	﹤0.01%	1856
2022 Q1	$0	Buy	39 +12	+44%	+$108	﹤0.01%	2058
2021 Q4	$0	Buy	+27	New	+$473	﹤0.01%	2086

Other funds holding ALHC

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return