Creative Planning’s Alexander's ALX Stock Holding History

Creative Planning’s Portfolio ALX Stock Details ALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Sell	1,015 -19	-2%	-$4.75K	﹤0.01%	3626
2026 Q1	$244K	Sell	1,034 -62	-6%	-$14.8K	﹤0.01%	3592
2025 Q4	$239K	Sell	1,096 -164	-13%	-$36.6K	﹤0.01%	3413
2025 Q3	$296K	Buy	1,260 +59	+5%	+$13.9K	﹤0.01%	3158
2025 Q2	$271K	Buy	1,201 +177	+17%	+$38.1K	﹤0.01%	2991
2025 Q1	$214K	Sell	1,024 -54	-5%	-$10.9K	﹤0.01%	3007
2024 Q4	$216K	Buy	1,078 +176	+20%	+$38.9K	﹤0.01%	2922
2024 Q3	$219K	Buy	902 +9	+1%	+$2.08K	﹤0.01%	2761
2024 Q2	$201K	Buy	+893	New	+$192K	﹤0.01%	2670

Other funds holding ALX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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

Creative Planning's ALX Position: Q2 2026 in Review

Creative Planning reduced its Alexander's (ALX) stake by 1.8% in Q2 2026, selling an estimated $4.75K and leaving 1,015 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #3626.

Creative Planning first reported a position in ALX in Q2 2024 and has held it in 9 quarters since. The position peaked at $296K in Q3 2025. 154 funds tracked by Wall St. Rank hold ALX as of Q2 2026.

Creative Planning held 1,015 shares of Alexander's worth $280K as of Q2 2026.
Creative Planning sold 19 Alexander's shares in Q2 2026, an estimated $4.75K.
Alexander's made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3626 holding.
Creative Planning first reported a position in Alexander's in Q2 2024 and has held it in 9 quarters since.
Creative Planning's Alexander's position peaked at $296K in Q3 2025.
154 funds tracked by Wall St. Rank held Alexander's as of Q2 2026.

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