HB Wealth Management’s Alaska Air ALK Stock Holding History

HB Wealth Management’s Portfolio ALK Stock Details ALK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,998	Closed	-$249K	–	1406
2025 Q3	$249K	Buy	+4,998	New	+$278K	﹤0.01%	1168

Other funds holding ALK

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HB Wealth Management's ALK Position: Q4 2025 in Review

HB Wealth Management sold out of Alaska Air (ALK) in Q4 2025, closing a stake of 4,998 shares — an estimated $249K sold.

HB Wealth Management first reported a position in ALK in Q3 2025 and held it in 1 quarter. The position peaked at $249K in Q3 2025. 467 funds tracked by Wall St. Rank hold ALK as of Q4 2025.

HB Wealth Management reported no remaining Alaska Air position as of Q4 2025 after selling out during the quarter.
HB Wealth Management sold 4,998 Alaska Air shares in Q4 2025, an estimated $249K.
HB Wealth Management first reported a position in Alaska Air in Q3 2025 and held it in 1 quarter.
HB Wealth Management's Alaska Air position peaked at $249K in Q3 2025.
467 funds tracked by Wall St. Rank held Alaska Air as of Q4 2025.

Based on HB Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.