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Diversified Trust’s Alector ALEC Stock Holding History

Diversified Trust’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.1K Buy
42,351
+16,456
+64% +$35.3K ﹤0.01% 1080
2026
Q1 		$55.7K Buy
25,895
+11,793
+84% +$23.7K ﹤0.01% 1027
2025
Q4 		$22K Hold
14,102
– – ﹤0.01% 1028
2025
Q3 		$41.7K Hold
14,102
– – ﹤0.01% 981
2025
Q2 		$19.7K Hold
14,102
– – ﹤0.01% 926
2025
Q1 		$17.3K Hold
14,102
– – ﹤0.01% 913
2024
Q4 		$26.7K Hold
14,102
– – ﹤0.01% 910
2024
Q3 		$65.7K Hold
14,102
– – ﹤0.01% 883
2024
Q2 		$64K Hold
14,102
– – ﹤0.01% 844
2024
Q1 		$84.9K Hold
14,102
– – ﹤0.01% 801
2023
Q4 		$113K Buy
14,102
+1,541
+12% +$9.13K ﹤0.01% 830
2023
Q3 		$81.4K Buy
12,561
+687
+6% +$4.45K ﹤0.01% 793
2023
Q2 		$71.4K Hold
11,874
– – ﹤0.01% 804
2023
Q1 		$73.5K Buy
+11,874
New +$96.6K ﹤0.01% 793
2022
Q4 		– Sell
-16,818
Closed -$159K – 799
2022
Q3 		$159K Sell
16,818
-1,660
-9% -$17.9K 0.01% 718
2022
Q2 		$188K Buy
+18,478
New +$184K 0.01% 693

Other funds holding ALEC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Diversified Trust's ALEC Position: Q2 2026 in Review

Diversified Trust increased its Alector (ALEC) stake by 64% in Q2 2026, buying an estimated $35.3K and bringing the position to 42,351 shares worth $85.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Diversified Trust first reported a position in ALEC in Q2 2022 and has held it in 16 quarters since. The position peaked at $188K in Q2 2022. 7 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

  • Diversified Trust held 42,351 shares of Alector worth $85.1K as of Q2 2026.
  • Diversified Trust bought 16,456 Alector shares in Q2 2026, an estimated $35.3K.
  • Alector made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1080 holding.
  • Diversified Trust first reported a position in Alector in Q2 2022 and has held it in 16 quarters since.
  • Diversified Trust's Alector position peaked at $188K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Alector as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.