HWM
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HB Wealth Management’s Alight ALIT Stock Holding History

HB Wealth 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
2026
Q1 		$22.9K Buy
1,968
+638
+48% +$15.2K ﹤0.01% 1532
2025
Q4 		$51.9K Buy
1,330
+341
+34% +$17K ﹤0.01% 1381
2025
Q3 		$64.5K Buy
989
+445
+82% +$39.3K ﹤0.01% 1317
2025
Q2 		$61.6K Buy
+544
New +$58.2K ﹤0.01% 1144

Other funds holding ALIT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CH
Cannae Holdings Las Vegas, Nevada $24.6M AUM 86.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM