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Mowery & Schoenfeld Wealth Management’s Alaska Air ALK Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2025
Q4 		– Sell
-18
Closed -$897 – 476
2025
Q3 		$897 Hold
18
– – ﹤0.01% 366
2025
Q2 		$891 Hold
18
– – ﹤0.01% 364
2025
Q1 		$886 Sell
18
-3
-14% -$197 ﹤0.01% 420
2024
Q4 		$1.36K Buy
+21
New +$1.1K ﹤0.01% 431

Other funds holding ALK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ALK Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Alaska Air (ALK) in Q4 2025, closing a stake of 18 shares — an estimated $897 sold.

Mowery & Schoenfeld Wealth Management first reported a position in ALK in Q4 2024 and held it in 4 quarters. The position peaked at $1.36K in Q4 2024. 467 funds tracked by Wall St. Rank hold ALK as of Q4 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Alaska Air position as of Q4 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 18 Alaska Air shares in Q4 2025, an estimated $897.
  • Mowery & Schoenfeld Wealth Management first reported a position in Alaska Air in Q4 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Alaska Air position peaked at $1.36K in Q4 2024.
  • 467 funds tracked by Wall St. Rank held Alaska Air as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.