Empirical Wealth Management’s Alignment Healthcare ALHC Stock Holding History

Empirical Wealth Management’s Portfolio ALHC Stock Details ALHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-36,461	Closed	-$410K	–	654
2024 Q4	$410K	Sell	36,461 -15,210	-29%	-$178K	0.01%	432
2024 Q3	$611K	Sell	51,671 -15,210	-23%	-$144K	0.02%	340
2024 Q2	$523K	Sell	66,881 -15,210	-19%	-$99.3K	0.02%	348
2024 Q1	$407K	Hold	82,091	–	–	0.01%	378
2023 Q4	$707K	Hold	82,091	–	–	0.02%	273
2023 Q3	$570K	Hold	82,091	–	–	0.02%	288
2023 Q2	$472K	Hold	82,091	–	–	0.02%	321
2023 Q1	$522K	Sell	82,091 -20,351	-20%	-$194K	0.02%	316
2022 Q4	$1.2M	Sell	102,442 -25,610	-20%	-$312K	0.06%	184
2022 Q3	$1.52M	Hold	128,052	–	–	0.08%	157
2022 Q2	$1.46M	Buy	+128,052	New	+$1.35M	0.08%	162

Other funds holding ALHC

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Empirical Wealth Management's ALHC Position: Q1 2025 in Review

Empirical Wealth Management sold out of Alignment Healthcare (ALHC) in Q1 2025, closing a stake of 36,461 shares — an estimated $410K sold.

Empirical Wealth Management first reported a position in ALHC in Q2 2022 and held it in 11 quarters. The position peaked at $1.52M in Q3 2022. 207 funds tracked by Wall St. Rank hold ALHC as of Q1 2025.

Empirical Wealth Management reported no remaining Alignment Healthcare position as of Q1 2025 after selling out during the quarter.
Empirical Wealth Management sold 36,461 Alignment Healthcare shares in Q1 2025, an estimated $410K.
Empirical Wealth Management first reported a position in Alignment Healthcare in Q2 2022 and held it in 11 quarters.
Empirical Wealth Management's Alignment Healthcare position peaked at $1.52M in Q3 2022.
207 funds tracked by Wall St. Rank held Alignment Healthcare as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.