PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Astera Labs ALAB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio ALAB Stock Details ALAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57K	Sell	118 -2,042	-95%	-$542K	0.02%	308
2026 Q1	$237K	Buy	2,160 +954	+79%	+$136K	0.07%	151
2025 Q4	$201K	Buy	1,206 +1,001	+488%	+$167K	0.06%	170
2025 Q3	$40.1K	Sell	205 -1,219	-86%	-$200K	0.01%	294
2025 Q2	$129K	Sell	1,424 -769	-35%	-$60.8K	0.04%	171
2025 Q1	$131K	Buy	2,193 +419	+24%	+$38.8K	0.05%	168
2024 Q4	$235K	Sell	1,774 -490	-22%	-$46K	0.09%	122
2024 Q3	$119K	Buy	+2,264	New	+$106K	0.06%	144

Other funds holding ALAB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIA

Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return

VAM

Valliance Asset Management Central, Hong Kong $864M AUM 906.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ALAB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Astera Labs (ALAB) stake by 95% in Q2 2026, selling an estimated $542K and leaving 118 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #308.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ALAB in Q3 2024 and has held it in 8 quarters since. The position peaked at $237K in Q1 2026. 499 funds tracked by Wall St. Rank hold ALAB as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 118 shares of Astera Labs worth $57K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 2,042 Astera Labs shares in Q2 2026, an estimated $542K.
Astera Labs made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #308 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Astera Labs in Q3 2024 and has held it in 8 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Astera Labs position peaked at $237K in Q1 2026.
499 funds tracked by Wall St. Rank held Astera Labs as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.