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EverSource Wealth Advisors’s Allient ALNT Stock Holding History

EverSource 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
Q2 		$264K Buy
2,565
+276
+12% +$21.3K 0.01% 870
2026
Q1 		$135K Buy
2,289
+2,245
+5,102% +$141K ﹤0.01% 1256
2025
Q4 		$2.37K Sell
44
-113
-72% -$5.91K ﹤0.01% 3441
2025
Q3 		$7.03K Hold
157
– – ﹤0.01% 2992
2025
Q2 		$5.7K Buy
157
+83
+112% +$2.31K ﹤0.01% 3105
2025
Q1 		$1.63K Buy
+74
New +$1.83K ﹤0.01% 3017

Other funds holding ALNT

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

EverSource Wealth Advisors's ALNT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Allient (ALNT) stake by 12% in Q2 2026, buying an estimated $21.3K and bringing the position to 2,565 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #870.

EverSource Wealth Advisors first reported a position in ALNT in Q1 2025 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold ALNT as of Q2 2026.

  • EverSource Wealth Advisors held 2,565 shares of Allient worth $264K as of Q2 2026.
  • EverSource Wealth Advisors bought 276 Allient shares in Q2 2026, an estimated $21.3K.
  • Allient made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #870 holding.
  • EverSource Wealth Advisors first reported a position in Allient in Q1 2025 and has held it in 6 quarters since.
  • 58 funds tracked by Wall St. Rank held Allient as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.