Disciplined Investments’s Alliance Resource Partners ARLP Stock Holding History

Disciplined Investments’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-67,716	Closed	-$1.87M	–	145
2026 Q1	$1.87M	Buy	67,716 +1,535	+2%	+$39.7K	0.67%	41
2025 Q4	$1.54M	Buy	66,181 +1,541	+2%	+$37.4K	0.59%	45
2025 Q3	$1.63M	Buy	64,640 +1,491	+2%	+$37.3K	0.65%	42
2025 Q2	$1.65M	Buy	63,149 +1,616	+3%	+$42.5K	0.7%	42
2025 Q1	$1.68M	Buy	61,533 +1,549	+3%	+$41.4K	0.77%	41
2024 Q4	$1.58M	Buy	59,984 +1,509	+3%	+$39.5K	0.78%	42
2024 Q3	$1.46M	Buy	58,475 +1,709	+3%	+$41.3K	0.72%	44
2024 Q2	$1.39M	Hold	56,766	–	–	0.74%	43
2024 Q1	$1.14M	Hold	56,766	–	–	0.62%	47
2023 Q4	$1.2M	Hold	56,766	–	–	0.7%	44
2023 Q3	$1.28M	Buy	56,766 +17,972	+46%	+$358K	0.78%	43
2023 Q2	$717K	Buy	+38,794	New	+$744K	0.38%	60

Other funds holding ARLP

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

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Disciplined Investments's ARLP Position: Q2 2026 in Review

Disciplined Investments sold out of Alliance Resource Partners (ARLP) in Q2 2026, closing a stake of 67,716 shares — an estimated $1.87M sold.

Disciplined Investments first reported a position in ARLP in Q2 2023 and held it in 12 quarters. The position peaked at $1.87M in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Disciplined Investments reported no remaining Alliance Resource Partners position as of Q2 2026 after selling out during the quarter.
Disciplined Investments sold 67,716 Alliance Resource Partners shares in Q2 2026, an estimated $1.87M.
Disciplined Investments first reported a position in Alliance Resource Partners in Q2 2023 and held it in 12 quarters.
Disciplined Investments's Alliance Resource Partners position peaked at $1.87M in Q1 2026.
171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.