Creative Planning
ALNT icon

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
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
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
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return