EverSource Wealth Advisors’s Alight ALIT Stock Holding History

EverSource 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	$17.3K	Buy	1,485 +1,293	+673%	+$30.8K	﹤0.01%	2595
2025 Q4	$7.47K	Buy	192 +134	+231%	+$6.67K	﹤0.01%	2936
2025 Q3	$3.77K	Sell	58 -202	-78%	-$17.8K	﹤0.01%	3276
2025 Q2	$29.4K	Buy	260 +157	+152%	+$16.8K	﹤0.01%	1990
2025 Q1	$12.2K	Buy	103 +23	+29%	+$3.02K	﹤0.01%	1990
2024 Q4	$11.1K	Buy	80 +53	+196%	+$7.78K	﹤0.01%	1933
2024 Q3	$3.99K	Sell	27 -17	-39%	-$2.44K	﹤0.01%	2316
2024 Q2	$6.69K	Sell	44 -26	-37%	-$4.33K	﹤0.01%	2083
2024 Q1	$12.6K	Buy	70 +44	+169%	+$7.97K	﹤0.01%	1581
2023 Q4	$4.48K	Buy	26 +19	+271%	+$2.81K	﹤0.01%	1903
2023 Q3	$964	Buy	+7	New	+$1.18K	﹤0.01%	2238

Other funds holding ALIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM