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
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 $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments's ALTI Position: Q1 2026 in Review

Fidelity Investments increased its AlTi Global (ALTI) stake by 0.87% in Q1 2026, buying an estimated $160 and bringing the position to 4,394 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4607.

Fidelity Investments first reported a position in ALTI in Q2 2023 and has held it in 12 quarters since. The position peaked at $20.2K in Q4 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Fidelity Investments held 4,394 shares of AlTi Global worth $15.9K as of Q1 2026.
  • Fidelity Investments bought 38 AlTi Global shares in Q1 2026, an estimated $160.
  • AlTi Global made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4607 holding.
  • Fidelity Investments first reported a position in AlTi Global in Q2 2023 and has held it in 12 quarters since.
  • Fidelity Investments's AlTi Global position peaked at $20.2K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.