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Institute for Wealth Management’s Alight ALIT Stock Holding History

Institute for 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
Q2 		$1.78K Buy
+159
New +$2.25K ﹤0.01% 1601
2024
Q4 		– Sell
-1,049
Closed -$155K – 510
2024
Q3 		$155K Buy
+1,049
New +$151K 0.02% 535

Other funds holding ALIT

CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Institute for Wealth Management's ALIT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Alight (ALIT) in Q2 2026: 159 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #1601 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ALIT as recently as Q3 2024.

Institute for Wealth Management first reported a position in ALIT in Q3 2024 and has held it in 2 quarters since. The position peaked at $155K in Q3 2024. 207 funds tracked by Wall St. Rank hold ALIT as of Q2 2026.

  • Institute for Wealth Management held 159 shares of Alight worth $1.78K as of Q2 2026.
  • Alight was a new Institute for Wealth Management position in Q2 2026.
  • Alight made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1601 holding.
  • Institute for Wealth Management first reported a position in Alight in Q3 2024 and has held it in 2 quarters since.
  • Institute for Wealth Management's Alight position peaked at $155K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Alight as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.