Fidelity Investments
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Fidelity Investments’s AlTi Global ALTI Stock Holding History

Fidelity Investments’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.4K Buy
4,827
+433
+10% +$1.5K ﹤0.01% 4710
2026
Q1 		$15.9K Buy
4,394
+38
+0.9% +$160 ﹤0.01% 4607
2025
Q4 		$20.2K Buy
4,356
+61
+1% +$252 ﹤0.01% 4462
2025
Q3 		$15.3K Buy
4,295
+124
+3% +$514 ﹤0.01% 4465
2025
Q2 		$17.3K Buy
4,171
+1,900
+84% +$6.55K ﹤0.01% 4341
2025
Q1 		$6.9K Buy
2,271
+388
+21% +$1.39K ﹤0.01% 4602
2024
Q4 		$8.3K Buy
1,883
+1,350
+253% +$5.73K ﹤0.01% 4523
2024
Q3 		$1.99K Sell
533
-304
-36% -$1.31K ﹤0.01% 4812
2024
Q2 		$4.36K Buy
837
+119
+17% +$572 ﹤0.01% 4579
2024
Q1 		$4.06K Buy
718
+286
+66% +$1.76K ﹤0.01% 4568
2023
Q4 		$3.78K Sell
432
-93
-18% -$699 ﹤0.01% 4522
2023
Q3 		$3.65K Buy
525
+316
+151% +$2.34K ﹤0.01% 4399
2023
Q2 		$1.6K Buy
+209
New +$1.46K ﹤0.01% 4642

Other funds holding ALTI

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Fidelity Investments's ALTI Position: Q2 2026 in Review

Fidelity Investments increased its AlTi Global (ALTI) stake by 9.9% in Q2 2026, buying an estimated $1.5K and bringing the position to 4,827 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4710.

Fidelity Investments first reported a position in ALTI in Q2 2023 and has held it in 13 quarters since. The position peaked at $20.2K in Q4 2025. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • Fidelity Investments held 4,827 shares of AlTi Global worth $17.4K as of Q2 2026.
  • Fidelity Investments bought 433 AlTi Global shares in Q2 2026, an estimated $1.5K.
  • AlTi Global made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4710 holding.
  • Fidelity Investments first reported a position in AlTi Global in Q2 2023 and has held it in 13 quarters since.
  • Fidelity Investments's AlTi Global position peaked at $20.2K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.