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EP Wealth Advisors’s Allient ALNT Stock Holding History

EP Wealth 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
Q1 		$248K Buy
4,200
+131
+3% +$8.25K ﹤0.01% 1279
2025
Q4 		$219K Buy
+4,069
New +$213K ﹤0.01% 1335

Other funds holding ALNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

EP Wealth Advisors increased its Allient (ALNT) stake by 3.2% in Q1 2026, buying an estimated $8.25K and bringing the position to 4,200 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

EP Wealth Advisors first reported a position in ALNT in Q4 2025 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold ALNT as of Q1 2026.

  • EP Wealth Advisors held 4,200 shares of Allient worth $248K as of Q1 2026.
  • EP Wealth Advisors bought 131 Allient shares in Q1 2026, an estimated $8.25K.
  • Allient made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1279 holding.
  • EP Wealth Advisors first reported a position in Allient in Q4 2025 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held Allient as of Q1 2026.

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