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Forum Financial Management’s Alight ALIT Stock Holding History

Forum Financial Management’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-706
Closed -$46K – 1014
2025
Q3 		$46K Sell
706
-4
-0.6% -$353 ﹤0.01% 1005
2025
Q2 		$80.4K Buy
+710
New +$76K ﹤0.01% 939
2023
Q4 		– Sell
-564
Closed -$80K – 688
2023
Q3 		$80K Buy
564
+46
+9% +$7.72K ﹤0.01% 623
2023
Q2 		$95.7K Hold
518
– – ﹤0.01% 641
2023
Q1 		$95.4K Buy
+518
New +$95.1K ﹤0.01% 601

Other funds holding ALIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Forum Financial Management's ALIT Position: Q4 2025 in Review

Forum Financial Management sold out of Alight (ALIT) in Q4 2025, closing a stake of 706 shares — an estimated $46K sold.

Forum Financial Management first reported a position in ALIT in Q1 2023 and held it in 5 quarters. The position peaked at $95.7K in Q2 2023. 294 funds tracked by Wall St. Rank hold ALIT as of Q4 2025.

  • Forum Financial Management reported no remaining Alight position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 706 Alight shares in Q4 2025, an estimated $46K.
  • Forum Financial Management first reported a position in Alight in Q1 2023 and held it in 5 quarters.
  • Forum Financial Management's Alight position peaked at $95.7K in Q2 2023.
  • 294 funds tracked by Wall St. Rank held Alight as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.