Mark Sheptoff Financial Planning’s Alector ALEC Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ALEC Stock Details ALEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$603	Hold	300	–	–	﹤0.01%	499
2026 Q1	$771	Hold	300	–	–	﹤0.01%	488
2025 Q4	$468	Hold	300	–	–	﹤0.01%	493
2025 Q3	$888	Hold	300	–	–	﹤0.01%	460
2025 Q2	$420	Hold	300	–	–	﹤0.01%	496
2025 Q1	$369	Hold	300	–	–	﹤0.01%	430
2024 Q4	$567	Hold	300	–	–	﹤0.01%	414
2024 Q3	$1.4K	Hold	300	–	–	﹤0.01%	401
2024 Q2	$1.36K	Hold	300	–	–	﹤0.01%	400
2024 Q1	$1.81K	Hold	300	–	–	﹤0.01%	362
2023 Q4	$2.39K	Hold	300	–	–	﹤0.01%	354
2023 Q3	$1.94K	Hold	300	–	–	﹤0.01%	340
2023 Q2	$1.8K	Hold	300	–	–	﹤0.01%	349
2023 Q1	$1.86K	Hold	300	–	–	﹤0.01%	345
2022 Q4	$2.77K	Hold	300	–	–	﹤0.01%	336
2022 Q3	$3K	Hold	300	–	–	﹤0.01%	308
2022 Q2	$3K	Sell	300 -600	-67%	-$5.98K	﹤0.01%	317
2022 Q1	$13K	Hold	900	–	–	0.01%	272
2021 Q4	$19K	Hold	900	–	–	0.01%	255
2021 Q3	$21K	Hold	900	–	–	0.01%	238
2021 Q2	$19K	Hold	900	–	–	0.01%	275
2021 Q1	$18K	Hold	900	–	–	0.01%	240
2020 Q4	$14K	Hold	900	–	–	0.01%	246
2020 Q3	$9K	Hold	900	–	–	0.01%	239
2020 Q2	$22K	Hold	900	–	–	0.01%	192
2020 Q1	$22K	Hold	900	–	–	0.02%	175
2019 Q4	$16K	Hold	900	–	–	0.01%	233
2019 Q3	$13K	Buy	+900	New	+$16.2K	0.01%	247

Other funds holding ALEC

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Mark Sheptoff Financial Planning's ALEC Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Alector (ALEC) position steady in Q2 2026 at 300 shares worth $603. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Mark Sheptoff Financial Planning first reported a position in ALEC in Q3 2019 and has held it in 28 quarters since. The position peaked at $22K in Q2 2020. 140 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

Mark Sheptoff Financial Planning held 300 shares of Alector worth $603 as of Q2 2026.
Mark Sheptoff Financial Planning left its Alector share count unchanged in Q2 2026.
Alector made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #499 holding.
Mark Sheptoff Financial Planning first reported a position in Alector in Q3 2019 and has held it in 28 quarters since.
Mark Sheptoff Financial Planning's Alector position peaked at $22K in Q2 2020.
140 funds tracked by Wall St. Rank held Alector as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.