CreativeOne Wealth’s Allient ALNT Stock Holding History

CreativeOne Wealth’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	–	Sell	-4,209	Closed	-$226K	–	1176
2025 Q4	$226K	Buy	+4,209	New	+$220K	0.01%	1072

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

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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

PCM

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

CreativeOne Wealth's ALNT Position: Q1 2026 in Review

CreativeOne Wealth sold out of Allient (ALNT) in Q1 2026, closing a stake of 4,209 shares — an estimated $226K sold.

CreativeOne Wealth first reported a position in ALNT in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 214 funds tracked by Wall St. Rank hold ALNT as of Q1 2026.

CreativeOne Wealth reported no remaining Allient position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 4,209 Allient shares in Q1 2026, an estimated $226K.
CreativeOne Wealth first reported a position in Allient in Q4 2025 and held it in 1 quarter.
CreativeOne Wealth's Allient position peaked at $226K in Q4 2025.
214 funds tracked by Wall St. Rank held Allient as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.