MYIA
ALNT icon

Mount Yale Investment Advisors’s Allient ALNT Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-500
Closed -$18.2K – 709
2025
Q2 		$18.2K Buy
+500
New +$13.9K ﹤0.01% 1054
2018
Q4 		– Sell
-461
Closed -$15K – 330
2018
Q3 		$15K Sell
461
-252
-35% -$8.18K ﹤0.01% 820
2018
Q2 		$23K Hold
713
– – ﹤0.01% 759
2018
Q1 		$19K Buy
+713
New +$16.2K ﹤0.01% 775

Other funds holding ALNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mount Yale Investment Advisors's ALNT Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Allient (ALNT) in Q3 2025, closing a stake of 500 shares — an estimated $18.2K sold.

Mount Yale Investment Advisors first reported a position in ALNT in Q1 2018 and held it in 4 quarters. The position peaked at $23K in Q2 2018. 165 funds tracked by Wall St. Rank hold ALNT as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Allient position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 500 Allient shares in Q3 2025, an estimated $18.2K.
  • Mount Yale Investment Advisors first reported a position in Allient in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Allient position peaked at $23K in Q2 2018.
  • 165 funds tracked by Wall St. Rank held Allient as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.