Dogwood Wealth Management’s Allient ALNT Stock Holding History

Dogwood Wealth Management’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 Q2	$2.78K	Hold	27	–	–	﹤0.01%	609
2026 Q1	$1.59K	Buy	+27	New	+$1.7K	﹤0.01%	684

Other funds holding ALNT

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Dogwood Wealth Management's ALNT Position: Q2 2026 in Review

Dogwood Wealth Management held its Allient (ALNT) position steady in Q2 2026 at 27 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Dogwood Wealth Management first reported a position in ALNT in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold ALNT as of Q2 2026.

Dogwood Wealth Management held 27 shares of Allient worth $2.78K as of Q2 2026.
Dogwood Wealth Management left its Allient share count unchanged in Q2 2026.
Allient made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #609 holding.
Dogwood Wealth Management first reported a position in Allient in Q1 2026 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held Allient as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.