IWC
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Integrated Wealth Concepts’s Alignment Healthcare ALHC Stock Holding History

Integrated Wealth Concepts’s Portfolio ALHC Stock Details ALHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Buy
12,212
+1,027
+9% +$20.6K ﹤0.01% 2069
2025
Q4 		$221K Sell
11,185
-45
-0.4% -$808 ﹤0.01% 1468
2025
Q3 		$196K Buy
11,230
+665
+6% +$9.86K ﹤0.01% 1865
2025
Q2 		$148K Buy
+10,565
New +$170K ﹤0.01% 1802

Other funds holding ALHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Integrated Wealth Concepts's ALHC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Alignment Healthcare (ALHC) stake by 9.2% in Q1 2026, buying an estimated $20.6K and bringing the position to 12,212 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Integrated Wealth Concepts first reported a position in ALHC in Q2 2025 and has held it in 4 quarters since. The position peaked at $221K in Q4 2025. 293 funds tracked by Wall St. Rank hold ALHC as of Q1 2026.

  • Integrated Wealth Concepts held 12,212 shares of Alignment Healthcare worth $215K as of Q1 2026.
  • Integrated Wealth Concepts bought 1,027 Alignment Healthcare shares in Q1 2026, an estimated $20.6K.
  • Alignment Healthcare made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2069 holding.
  • Integrated Wealth Concepts first reported a position in Alignment Healthcare in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Alignment Healthcare position peaked at $221K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Alignment Healthcare as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.