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Intentional Wealth Strategies’s Alamo Group ALG Stock Holding History

Intentional Wealth Strategies’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
2026
Q2 		– Sell
-21
Closed -$3.46K – 100
2026
Q1 		$3.46K Buy
+21
New +$3.96K ﹤0.01% 555

Other funds holding ALG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intentional Wealth Strategies's ALG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Alamo Group (ALG) in Q2 2026, closing a stake of 21 shares — an estimated $3.46K sold.

Intentional Wealth Strategies first reported a position in ALG in Q1 2026 and held it in 1 quarter. The position peaked at $3.46K in Q1 2026. 270 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Alamo Group position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 21 Alamo Group shares in Q2 2026, an estimated $3.46K.
  • Intentional Wealth Strategies first reported a position in Alamo Group in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Alamo Group position peaked at $3.46K in Q1 2026.
  • 270 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

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