Global Retirement Partners’s Alexander & Baldwin ALEX Stock Holding History

Global Retirement Partners’s Portfolio ALEX Stock Details ALEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.14K	Sell	55 -78	-59%	-$1.35K	﹤0.01%	3863
2025 Q3	$2.42K	Hold	133	–	–	﹤0.01%	3253
2025 Q2	$2.37K	Buy	+133	New	+$2.31K	﹤0.01%	3180
2024 Q4	$2.36K	Buy	133 +65	+96%	+$1.23K	﹤0.01%	3009
2024 Q3	$1.31K	Hold	68	–	–	﹤0.01%	3074
2024 Q2	$1.15K	Hold	68	–	–	﹤0.01%	3125
2024 Q1	$1.12K	Hold	68	–	–	﹤0.01%	2947
2023 Q4	$1.21K	Buy	68 +52	+325%	+$879	﹤0.01%	2840
2023 Q3	$260	Hold	16	–	–	﹤0.01%	3085
2023 Q2	$297	Hold	16	–	–	﹤0.01%	3048
2023 Q1	$306	Sell	16 -3	-16%	-$57	﹤0.01%	3032
2022 Q4	$356	Buy	19 +3	+19%	+$57	﹤0.01%	2831
2022 Q3	$0	Buy	+16	New	+$294	﹤0.01%	2670
2022 Q2	–	Sell	-13	Closed	–	–	2662
2022 Q1	$0	Buy	+13	New	+$300	﹤0.01%	2612

Other funds holding ALEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Global Retirement Partners's ALEX Position: Q4 2025 in Review

Global Retirement Partners reduced its Alexander & Baldwin (ALEX) stake by 59% in Q4 2025, selling an estimated $1.35K and leaving 55 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3863.

Global Retirement Partners first reported a position in ALEX in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.42K in Q3 2025. 268 funds tracked by Wall St. Rank hold ALEX as of Q4 2025.

Global Retirement Partners held 55 shares of Alexander & Baldwin worth $1.14K as of Q4 2025.
Global Retirement Partners sold 78 Alexander & Baldwin shares in Q4 2025, an estimated $1.35K.
Alexander & Baldwin made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3863 holding.
Global Retirement Partners first reported a position in Alexander & Baldwin in Q1 2022 and has held it in 14 quarters since.
Global Retirement Partners's Alexander & Baldwin position peaked at $2.42K in Q3 2025.
268 funds tracked by Wall St. Rank held Alexander & Baldwin as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.