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Heritage Family Offices’s Alamo Group ALG Stock Holding History

Heritage Family Offices’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,474
Closed -$281K – 204
2025
Q3 		$281K Buy
1,474
+116
+9% +$24.9K 0.13% 149
2025
Q2 		$246K Hold
1,358
– – 0.12% 153
2025
Q1 		$242K Buy
1,358
+104
+8% +$19.1K 0.12% 151
2024
Q4 		$233K Buy
+1,254
New +$234K 0.12% 165

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Family Offices's ALG Position: Q4 2025 in Review

Heritage Family Offices sold out of Alamo Group (ALG) in Q4 2025, closing a stake of 1,474 shares — an estimated $281K sold.

Heritage Family Offices first reported a position in ALG in Q4 2024 and held it in 4 quarters. The position peaked at $281K in Q3 2025. 258 funds tracked by Wall St. Rank hold ALG as of Q4 2025.

  • Heritage Family Offices reported no remaining Alamo Group position as of Q4 2025 after selling out during the quarter.
  • Heritage Family Offices sold 1,474 Alamo Group shares in Q4 2025, an estimated $281K.
  • Heritage Family Offices first reported a position in Alamo Group in Q4 2024 and held it in 4 quarters.
  • Heritage Family Offices's Alamo Group position peaked at $281K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Alamo Group as of Q4 2025.

Based on Heritage Family Offices's 13F filing for Q4 2025, filed 12 Jan 2026.