Geode Capital Management
ALTI icon

Geode Capital Management’s AlTi Global ALTI Stock Holding History

Geode Capital Management’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 		$4.66M Buy
1,289,528
+142,256
+12% +$492K ﹤0.01% 2958
2026
Q1 		$4.15M Buy
1,147,272
+16,568
+1% +$70K ﹤0.01% 2835
2025
Q4 		$5.25M Sell
1,130,704
-31,899
-3% -$132K ﹤0.01% 2742
2025
Q3 		$4.14M Sell
1,162,603
-135,942
-10% -$564K ﹤0.01% 2882
2025
Q2 		$5.39M Buy
1,298,545
+170,951
+15% +$590K ﹤0.01% 2692
2025
Q1 		$3.43M Buy
1,127,594
+32,537
+3% +$117K ﹤0.01% 2842
2024
Q4 		$4.83M Buy
1,095,057
+14,868
+1% +$63.1K ﹤0.01% 2771
2024
Q3 		$4.04M Buy
1,080,189
+318,860
+42% +$1.37M ﹤0.01% 2874
2024
Q2 		$3.97M Buy
761,329
+193,893
+34% +$932K ﹤0.01% 2853
2024
Q1 		$3.21M Buy
567,436
+31,207
+6% +$192K ﹤0.01% 2919
2023
Q4 		$4.7M Buy
536,229
+60,760
+13% +$457K ﹤0.01% 2731
2023
Q3 		$3.31M Buy
475,469
+26,374
+6% +$196K ﹤0.01% 2852
2023
Q2 		$3.44M Buy
449,095
+210,772
+88% +$1.48M ﹤0.01% 2894
2023
Q1 		$2.99M Buy
238,323
+222,537
+1,410% +$2.24M ﹤0.01% 2857
2022
Q4 		$159K Hold
15,786
– – ﹤0.01% 4211
2022
Q3 		$156K Buy
15,786
+2,925
+23% +$28.9K ﹤0.01% 4345
2022
Q2 		$126K Hold
12,861
– – ﹤0.01% 4490
2022
Q1 		$126K Buy
+12,861
New +$127K ﹤0.01% 4568

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management's ALTI Position: Q2 2026 in Review

Geode Capital Management increased its AlTi Global (ALTI) stake by 12% in Q2 2026, buying an estimated $492K and bringing the position to 1,289,528 shares worth $4.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2958.

Geode Capital Management first reported a position in ALTI in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.39M in Q2 2025. 76 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • Geode Capital Management held 1,289,528 shares of AlTi Global worth $4.66M as of Q2 2026.
  • Geode Capital Management bought 142,256 AlTi Global shares in Q2 2026, an estimated $492K.
  • AlTi Global made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2958 holding.
  • Geode Capital Management first reported a position in AlTi Global in Q1 2022 and has held it in 18 quarters since.
  • Geode Capital Management's AlTi Global position peaked at $5.39M in Q2 2025.
  • 76 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.