NewEdge Wealth’s Alignment Healthcare ALHC Stock Holding History

NewEdge Wealth’s Portfolio ALHC Stock Details ALHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,028	Closed	-$171K	–	1189
2025 Q3	$171K	Buy	10,028 +28	+0.3%	+$415	﹤0.01%	998
2025 Q2	$139K	Sell	10,000 -97	-1%	-$1.56K	﹤0.01%	944
2025 Q1	$188K	Sell	10,097 -58	-0.6%	-$865	﹤0.01%	903
2024 Q4	$114K	Buy	10,155 +155	+2%	+$1.81K	﹤0.01%	904
2024 Q3	$118K	Hold	10,000	–	–	﹤0.01%	856
2024 Q2	$78.2K	Hold	10,000	–	–	﹤0.01%	750
2024 Q1	$52.6K	Hold	10,000	–	–	﹤0.01%	795
2023 Q4	$86.1K	Hold	10,000	–	–	﹤0.01%	724
2023 Q3	$69.4K	Hold	10,000	–	–	﹤0.01%	638
2023 Q2	$57.5K	Hold	10,000	–	–	﹤0.01%	625
2023 Q1	$63.6K	Hold	10,000	–	–	﹤0.01%	599
2022 Q4	$118K	Hold	10,000	–	–	0.01%	529
2022 Q3	$118K	Hold	10,000	–	–	0.01%	502
2022 Q2	$114K	Hold	10,000	–	–	0.01%	539
2022 Q1	$112K	Hold	10,000	–	–	0.01%	410
2021 Q4	$141K	Buy	+10,000	New	+$175K	0.01%	390

Other funds holding ALHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NewEdge Wealth's ALHC Position: Q4 2025 in Review

NewEdge Wealth sold out of Alignment Healthcare (ALHC) in Q4 2025, closing a stake of 10,028 shares — an estimated $171K sold.

NewEdge Wealth first reported a position in ALHC in Q4 2021 and held it in 16 quarters. The position peaked at $188K in Q1 2025. 263 funds tracked by Wall St. Rank hold ALHC as of Q4 2025.

NewEdge Wealth reported no remaining Alignment Healthcare position as of Q4 2025 after selling out during the quarter.
NewEdge Wealth sold 10,028 Alignment Healthcare shares in Q4 2025, an estimated $171K.
NewEdge Wealth first reported a position in Alignment Healthcare in Q4 2021 and held it in 16 quarters.
NewEdge Wealth's Alignment Healthcare position peaked at $188K in Q1 2025.
263 funds tracked by Wall St. Rank held Alignment Healthcare as of Q4 2025.

Based on NewEdge Wealth's 13F filing for Q4 2025, filed 3 Feb 2026.