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EP Wealth Advisors’s Alight ALIT Stock Holding History

EP Wealth Advisors’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,317
Closed -$90.4K – 1499
2025
Q4 		$90.4K Buy
+2,317
New +$115K ﹤0.01% 1456
2025
Q2 		$224K Sell
1,977
-57
-3% -$6.1K ﹤0.01% 1188
2025
Q1 		$241K Buy
2,034
+711
+54% +$93.5K ﹤0.01% 1035
2024
Q4 		$183K Buy
+1,323
New +$194K ﹤0.01% 1104

Other funds holding ALIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EP Wealth Advisors's ALIT Position: Q1 2026 in Review

EP Wealth Advisors sold out of Alight (ALIT) in Q1 2026, closing a stake of 2,317 shares — an estimated $90.4K sold.

EP Wealth Advisors first reported a position in ALIT in Q4 2024 and held it in 4 quarters. The position peaked at $241K in Q1 2025. 279 funds tracked by Wall St. Rank hold ALIT as of Q1 2026.

  • EP Wealth Advisors reported no remaining Alight position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 2,317 Alight shares in Q1 2026, an estimated $90.4K.
  • EP Wealth Advisors first reported a position in Alight in Q4 2024 and held it in 4 quarters.
  • EP Wealth Advisors's Alight position peaked at $241K in Q1 2025.
  • 279 funds tracked by Wall St. Rank held Alight as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.