Medallion Wealth Advisors
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Medallion Wealth Advisors’s Alaska Air ALK Stock Holding History

Medallion Wealth Advisors’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.6K Buy
+429
New +$19.1K 0.01% 664
2026
Q2 		– Sell
-500
Closed -$18.4K – 1222
2026
Q1 		$18.4K Buy
+500
New +$24.1K 0.01% 662

Other funds holding ALK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Medallion Wealth Advisors's ALK Position: Q3 2026 in Review

Medallion Wealth Advisors opened a new position in Alaska Air (ALK) in Q3 2026: 429 shares worth $16.6K. The stake represents 0.01% of the portfolio and ranks #664 among its holdings. This is a return to the name: Medallion Wealth Advisors previously reported a position in ALK as recently as Q1 2026.

Medallion Wealth Advisors first reported a position in ALK in Q1 2026 and has held it in 2 quarters since. The position peaked at $18.4K in Q1 2026. 364 funds tracked by Wall St. Rank hold ALK as of Q3 2026.

  • Medallion Wealth Advisors held 429 shares of Alaska Air worth $16.6K as of Q3 2026.
  • Alaska Air was a new Medallion Wealth Advisors position in Q3 2026.
  • Alaska Air made up 0.01% of Medallion Wealth Advisors's portfolio in Q3 2026, its #664 holding.
  • Medallion Wealth Advisors first reported a position in Alaska Air in Q1 2026 and has held it in 2 quarters since.
  • Medallion Wealth Advisors's Alaska Air position peaked at $18.4K in Q1 2026.
  • 364 funds tracked by Wall St. Rank held Alaska Air as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.