EWA
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EverSource Wealth Advisors’s Alignment Healthcare ALHC Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$37K Buy
2,102
+174
+9% +$3.5K ﹤0.01% 2105
2025
Q4 		$38.1K Buy
1,928
+457
+31% +$8.21K ﹤0.01% 1941
2025
Q3 		$25.7K Buy
1,471
+585
+66% +$8.67K ﹤0.01% 2166
2025
Q2 		$12.4K Buy
886
+491
+124% +$7.91K ﹤0.01% 2663
2025
Q1 		$7.36K Buy
395
+301
+320% +$4.49K ﹤0.01% 2293
2024
Q4 		$1.06K Buy
94
+88
+1,467% +$1.03K ﹤0.01% 2946
2024
Q3 		$71 Hold
6
– – ﹤0.01% 2993
2024
Q2 		$52 Buy
+6
New +$39 ﹤0.01% 3027
2024
Q1 		– Sell
-180
Closed -$1.55K – 2899
2023
Q4 		$1.55K Hold
180
– – ﹤0.01% 2255
2023
Q3 		$1.25K Buy
+180
New +$1.09K ﹤0.01% 2138

Other funds holding ALHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return