NW
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NewEdge Wealth’s AlTi Global ALTI Stock Holding History

NewEdge Wealth’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$443K Buy
122,390
+2,500
+2% +$10.6K 0.01% 850
2025
Q4 		$556K Hold
119,890
– – 0.01% 800
2025
Q3 		$480K Hold
119,890
– – 0.01% 753
2025
Q2 		$551K Buy
119,890
+4,715
+4% +$16.3K 0.01% 687
2025
Q1 		$350K Buy
115,175
+1,475
+1% +$5.28K 0.01% 739
2024
Q4 		$501K Buy
+113,700
New +$482K 0.01% 635

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewEdge Wealth's ALTI Position: Q1 2026 in Review

NewEdge Wealth increased its AlTi Global (ALTI) stake by 2.1% in Q1 2026, buying an estimated $10.6K and bringing the position to 122,390 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #850.

NewEdge Wealth first reported a position in ALTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $556K in Q4 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • NewEdge Wealth held 122,390 shares of AlTi Global worth $443K as of Q1 2026.
  • NewEdge Wealth bought 2,500 AlTi Global shares in Q1 2026, an estimated $10.6K.
  • AlTi Global made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #850 holding.
  • NewEdge Wealth first reported a position in AlTi Global in Q4 2024 and has held it in 6 quarters since.
  • NewEdge Wealth's AlTi Global position peaked at $556K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.