EA
ALNT icon

Ellsworth Advisors’s Allient ALNT Stock Holding History

Ellsworth Advisors’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
Q3 		– Sell
-15,111
Closed -$1.34M – 194
2026
Q2 		$1.34M Sell
15,111
-454
-3% -$35K 0.22% 91
2026
Q1 		$920K Sell
15,565
-80
-0.5% -$5.04K 0.17% 107
2025
Q4 		$967K Buy
+15,645
New +$818K 0.19% 105
2022
Q2 		– Sell
-14,451
Closed -$397K – 140
2022
Q1 		$397K Sell
14,451
-1,302
-8% -$45.5K 0.14% 108
2021
Q4 		$575K Buy
15,753
+88
+0.6% +$3.25K 0.21% 80
2021
Q3 		$490K Buy
15,665
+761
+5% +$24.9K 0.22% 86
2021
Q2 		$515K Buy
14,904
+873
+6% +$30.7K 0.25% 79
2021
Q1 		$480K Buy
+14,031
New +$464K 0.29% 76

Other funds holding ALNT

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Ellsworth Advisors's ALNT Position: Q3 2026 in Review

Ellsworth Advisors sold out of Allient (ALNT) in Q3 2026, closing a stake of 15,111 shares — an estimated $1.34M sold.

Ellsworth Advisors first reported a position in ALNT in Q1 2021 and held it in 8 quarters. The position peaked at $1.34M in Q2 2026. 12 funds tracked by Wall St. Rank hold ALNT as of Q3 2026.

  • Ellsworth Advisors reported no remaining Allient position as of Q3 2026 after selling out during the quarter.
  • Ellsworth Advisors sold 15,111 Allient shares in Q3 2026, an estimated $1.34M.
  • Ellsworth Advisors first reported a position in Allient in Q1 2021 and held it in 8 quarters.
  • Ellsworth Advisors's Allient position peaked at $1.34M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Allient as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.