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
Q2 		$233K Sell
9,802
-2,410
-20% -$46.3K ﹤0.01% 2140
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's ALHC Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Alignment Healthcare (ALHC) stake by 20% in Q2 2026, selling an estimated $46.3K and leaving 9,802 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Integrated Wealth Concepts first reported a position in ALHC in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold ALHC as of Q2 2026.

  • Integrated Wealth Concepts held 9,802 shares of Alignment Healthcare worth $233K as of Q2 2026.
  • Integrated Wealth Concepts sold 2,410 Alignment Healthcare shares in Q2 2026, an estimated $46.3K.
  • Alignment Healthcare made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2140 holding.
  • Integrated Wealth Concepts first reported a position in Alignment Healthcare in Q2 2025 and has held it in 5 quarters since.
  • 324 funds tracked by Wall St. Rank held Alignment Healthcare as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.