Creative Planning
ALHC icon

Creative Planning’s Alignment Healthcare ALHC Stock Holding History

Creative Planning’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 		$1.93M Sell
109,501
-1,045
-0.9% -$21K ﹤0.01% 1914
2025
Q4 		$2.18M Buy
110,546
+32,720
+42% +$588K ﹤0.01% 1658
2025
Q3 		$1.36M Buy
77,826
+41,581
+115% +$617K ﹤0.01% 1841
2025
Q2 		$507K Buy
36,245
+16,719
+86% +$269K ﹤0.01% 2462
2025
Q1 		$364K Buy
19,526
+5,573
+40% +$83.1K ﹤0.01% 2580
2024
Q4 		$157K Buy
13,953
+1,511
+12% +$17.7K ﹤0.01% 3051
2024
Q3 		$147K Buy
12,442
+2,072
+20% +$19.6K ﹤0.01% 2933
2024
Q2 		$81.1K Buy
+10,370
New +$67.7K ﹤0.01% 2879

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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HRCM
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