EWA
ALK icon

EverSource Wealth Advisors’s Alaska Air ALK Stock Holding History

EverSource Wealth Advisors’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.3K Buy
959
+69
+8% +$3.33K ﹤0.01% 2144
2025
Q4 		$44.8K Sell
890
-1,944
-69% -$89.9K ﹤0.01% 1811
2025
Q3 		$141K Buy
2,834
+558
+25% +$31K 0.01% 1089
2025
Q2 		$113K Buy
2,276
+1,504
+195% +$73.1K 0.01% 1140
2025
Q1 		$38K Sell
772
-183
-19% -$12K ﹤0.01% 1376
2024
Q4 		$61.8K Buy
955
+364
+62% +$19.1K ﹤0.01% 1092
2024
Q3 		$26.7K Buy
591
+66
+13% +$2.5K ﹤0.01% 1344
2024
Q2 		$19.7K Sell
525
-74
-12% -$3.14K ﹤0.01% 1515
2024
Q1 		$25.8K Buy
599
+44
+8% +$1.65K ﹤0.01% 1246
2023
Q4 		$21.7K Sell
555
-62
-10% -$2.21K ﹤0.01% 1203
2023
Q3 		$22.9K Sell
617
-115
-16% -$5.21K ﹤0.01% 1079
2023
Q2 		$38.9K Buy
732
+198
+37% +$9K ﹤0.01% 931
2023
Q1 		$22.4K Buy
534
+166
+45% +$7.79K ﹤0.01% 1042
2022
Q4 		$15.8K Buy
368
+90
+32% +$3.96K ﹤0.01% 1146
2022
Q3 		$11K Sell
278
-1,404
-83% -$61.7K ﹤0.01% 1084
2022
Q2 		$67K Buy
1,682
+1,510
+878% +$73.7K 0.02% 513
2022
Q1 		$10K Buy
172
+73
+74% +$3.98K ﹤0.01% 957
2021
Q4 		$5K Buy
+99
New +$5.36K ﹤0.01% 1229

Other funds holding ALK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

EverSource Wealth Advisors's ALK Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Alaska Air (ALK) stake by 7.8% in Q1 2026, buying an estimated $3.33K and bringing the position to 959 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

EverSource Wealth Advisors first reported a position in ALK in Q4 2021 and has held it in 18 quarters since. The position peaked at $141K in Q3 2025. 449 funds tracked by Wall St. Rank hold ALK as of Q1 2026.

  • EverSource Wealth Advisors held 959 shares of Alaska Air worth $35.3K as of Q1 2026.
  • EverSource Wealth Advisors bought 69 Alaska Air shares in Q1 2026, an estimated $3.33K.
  • Alaska Air made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2144 holding.
  • EverSource Wealth Advisors first reported a position in Alaska Air in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Alaska Air position peaked at $141K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Alaska Air as of Q1 2026.

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