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
Q2 		$1.54M Sell
64,527
-44,974
-41% -$863K ﹤0.01% 2308
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's ALHC Position: Q2 2026 in Review

Creative Planning reduced its Alignment Healthcare (ALHC) stake by 41% in Q2 2026, selling an estimated $863K and leaving 64,527 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Creative Planning first reported a position in ALHC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.18M in Q4 2025. 324 funds tracked by Wall St. Rank hold ALHC as of Q2 2026.

  • Creative Planning held 64,527 shares of Alignment Healthcare worth $1.54M as of Q2 2026.
  • Creative Planning sold 44,974 Alignment Healthcare shares in Q2 2026, an estimated $863K.
  • Alignment Healthcare made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2308 holding.
  • Creative Planning first reported a position in Alignment Healthcare in Q2 2024 and has held it in 9 quarters since.
  • Creative Planning's Alignment Healthcare position peaked at $2.18M in Q4 2025.
  • 324 funds tracked by Wall St. Rank held Alignment Healthcare as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.