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Intentional Wealth Strategies’s Allient ALNT Stock Holding History

Intentional Wealth Strategies’s Portfolio ALNT Stock Details ALNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-72
Closed -$4.25K – 106
2026
Q1 		$4.25K Buy
+72
New +$4.54K ﹤0.01% 510

Other funds holding ALNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Intentional Wealth Strategies sold out of Allient (ALNT) in Q2 2026, closing a stake of 72 shares — an estimated $4.25K sold.

Intentional Wealth Strategies first reported a position in ALNT in Q1 2026 and held it in 1 quarter. The position peaked at $4.25K in Q1 2026. 229 funds tracked by Wall St. Rank hold ALNT as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Allient position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 72 Allient shares in Q2 2026, an estimated $4.25K.
  • Intentional Wealth Strategies first reported a position in Allient in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Allient position peaked at $4.25K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held Allient as of Q2 2026.

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