Creative Planning’s Allient ALNT Stock Holding History

Creative Planning’s Portfolio ALNT Stock Details ALNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.36M	Buy	32,673 +2,640	+9%	+$204K	﹤0.01%	1696
2026 Q1	$1.77M	Buy	30,033 +3,103	+12%	+$195K	﹤0.01%	1995
2025 Q4	$1.45M	Buy	26,930 +242	+0.9%	+$12.7K	﹤0.01%	1985
2025 Q3	$1.19M	Buy	26,688 +6,873	+35%	+$294K	﹤0.01%	1953
2025 Q2	$719K	Buy	19,815 +10,190	+106%	+$283K	﹤0.01%	2135
2025 Q1	$212K	Buy	+9,625	New	+$239K	﹤0.01%	3020
2024 Q4	–	Sell	-10,475	Closed	-$199K	–	3584
2024 Q3	$199K	Buy	+10,475	New	+$240K	﹤0.01%	2841
2016 Q4	–	Sell	-86	Closed	-$1K	–	4601
2016 Q3	$1K	Buy	+86	New	+$1.23K	﹤0.01%	4341
2015 Q2	–	Sell	-633	Closed	-$14K	–	1163
2015 Q1	$14K	Sell	633 -174	-22%	-$2.95K	﹤0.01%	2964
2014 Q4	$13K	Buy	+807	New	+$9.69K	﹤0.01%	2947

Other funds holding ALNT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Creative Planning's ALNT Position: Q2 2026 in Review

Creative Planning increased its Allient (ALNT) stake by 8.8% in Q2 2026, buying an estimated $204K and bringing the position to 32,673 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Creative Planning first reported a position in ALNT in Q4 2014 and has held it in 10 quarters since. 230 funds tracked by Wall St. Rank hold ALNT as of Q2 2026.

Creative Planning held 32,673 shares of Allient worth $3.36M as of Q2 2026.
Creative Planning bought 2,640 Allient shares in Q2 2026, an estimated $204K.
Allient made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1696 holding.
Creative Planning first reported a position in Allient in Q4 2014 and has held it in 10 quarters since.
230 funds tracked by Wall St. Rank held Allient as of Q2 2026.

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