Essential Partners’s Alector ALEC Stock Holding History

Essential Partners’s Portfolio ALEC Stock Details ALEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$773	Sell	418 -819	-66%	-$1.58K	﹤0.01%	2275
2026 Q2	$2.49K	Sell	1,237 -2,620	-68%	-$5.61K	﹤0.01%	1886
2026 Q1	$8.29K	Buy	3,857 +3,426	+795%	+$6.88K	﹤0.01%	1338
2025 Q4	$672	Sell	431 -99	-19%	-$176	﹤0.01%	2151
2025 Q3	$1.57K	Buy	530 +86	+19%	+$189	﹤0.01%	1869
2025 Q2	$622	Buy	+444	New	+$556	﹤0.01%	1641

Other funds holding ALEC

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's ALEC Position: Q3 2026 in Review

Essential Partners reduced its Alector (ALEC) stake by 66% in Q3 2026, selling an estimated $1.58K and leaving 418 shares worth $773. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Essential Partners first reported a position in ALEC in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.29K in Q1 2026. 6 funds tracked by Wall St. Rank hold ALEC as of Q3 2026.

Essential Partners held 418 shares of Alector worth $773 as of Q3 2026.
Essential Partners sold 819 Alector shares in Q3 2026, an estimated $1.58K.
Alector made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2275 holding.
Essential Partners first reported a position in Alector in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Alector position peaked at $8.29K in Q1 2026.
6 funds tracked by Wall St. Rank held Alector as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.