Moody Aldrich Partners’s AllianceBernstein AB Stock Holding History

Moody Aldrich Partners’s Portfolio AB Stock Details AB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.84M	Hold	137,341	–	–	0.87%	49
2026 Q1	$5.14M	Hold	137,341	–	–	0.93%	43
2025 Q4	$5.28M	Hold	137,341	–	–	0.99%	30
2025 Q3	$5.25M	Buy	137,341 +78,047	+132%	+$3.12M	1%	34
2025 Q2	$2.42M	Hold	59,294	–	–	0.47%	87
2025 Q1	$2.27M	Hold	59,294	–	–	0.48%	77
2024 Q4	$2.2M	Hold	59,294	–	–	0.41%	91
2024 Q3	$2.07M	Buy	+59,294	New	+$2.03M	0.38%	100
2024 Q1	–	Sell	-38,559	Closed	-$1.2M	–	217
2023 Q4	$1.2M	Hold	38,559	–	–	0.22%	113
2023 Q3	$1.17M	Sell	38,559 -17,559	-31%	-$558K	0.22%	111
2023 Q2	$1.8M	Hold	56,118	–	–	0.35%	97
2023 Q1	$2.05M	Buy	56,118 +11,824	+27%	+$445K	0.41%	89
2022 Q4	$1.52M	Hold	44,294	–	–	0.31%	100
2022 Q3	$1.55M	Hold	44,294	–	–	0.32%	93
2022 Q2	$1.84M	Hold	44,294	–	–	0.36%	85
2022 Q1	$2.08M	Hold	44,294	–	–	0.29%	83
2021 Q4	$2.16M	Hold	44,294	–	–	0.3%	88
2021 Q3	$2.2M	Sell	44,294 -11,923	-21%	-$588K	0.28%	92
2021 Q2	$2.62M	Hold	56,217	–	–	0.37%	90
2021 Q1	$2.25M	Hold	56,217	–	–	0.32%	89
2020 Q4	$1.9M	Hold	56,217	–	–	0.31%	95
2020 Q3	$1.52M	Buy	56,217 +12,890	+30%	+$361K	0.32%	92
2020 Q2	$1.18M	Buy	43,327 +8,040	+23%	+$186K	0.25%	100
2020 Q1	$656K	Buy	35,287 +13,617	+63%	+$402K	0.2%	101
2019 Q4	$656K	Hold	21,670	–	–	0.13%	107
2019 Q3	$636K	Sell	21,670 -6,897	-24%	-$200K	0.17%	97
2019 Q2	$849K	Buy	+28,567	New	+$829K	0.22%	91
2019 Q1	–	Sell	-7,958	Closed	-$217K	–	103
2018 Q4	$217K	Hold	7,958	–	–	0.07%	89
2018 Q3	$242K	Buy	+7,958	New	+$238K	0.07%	95

Other funds holding AB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Moody Aldrich Partners's AB Position: Q2 2026 in Review

Moody Aldrich Partners held its AllianceBernstein (AB) position steady in Q2 2026 at 137,341 shares worth $4.84M. The position accounts for 0.87% of the portfolio, ranked #49.

Moody Aldrich Partners first reported a position in AB in Q3 2018 and has held it in 29 quarters since. The position peaked at $5.28M in Q4 2025. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Moody Aldrich Partners held 137,341 shares of AllianceBernstein worth $4.84M as of Q2 2026.
Moody Aldrich Partners left its AllianceBernstein share count unchanged in Q2 2026.
AllianceBernstein made up 0.87% of Moody Aldrich Partners's portfolio in Q2 2026, its #49 holding.
Moody Aldrich Partners first reported a position in AllianceBernstein in Q3 2018 and has held it in 29 quarters since.
Moody Aldrich Partners's AllianceBernstein position peaked at $5.28M in Q4 2025.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.