Envestnet Portfolio Solutions
ALG icon

Envestnet Portfolio Solutions’s Alamo Group ALG Stock Holding History

Envestnet Portfolio Solutions’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,137
Closed -$211K – 1538
2024
Q4 		$211K Sell
1,137
-241
-17% -$45K ﹤0.01% 1667
2024
Q3 		$248K Sell
1,378
-80
-5% -$14.3K ﹤0.01% 1536
2024
Q2 		$252K Buy
+1,458
New +$284K ﹤0.01% 1471

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions's ALG Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Alamo Group (ALG) in Q1 2025, closing a stake of 1,137 shares — an estimated $211K sold.

Envestnet Portfolio Solutions first reported a position in ALG in Q2 2024 and held it in 3 quarters. The position peaked at $252K in Q2 2024. 259 funds tracked by Wall St. Rank hold ALG as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Alamo Group position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,137 Alamo Group shares in Q1 2025, an estimated $211K.
  • Envestnet Portfolio Solutions first reported a position in Alamo Group in Q2 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Alamo Group position peaked at $252K in Q2 2024.
  • 259 funds tracked by Wall St. Rank held Alamo Group as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.