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 Q2	$442K	Hold	122,390	–	–	﹤0.01%	895
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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

NewEdge Wealth's ALTI Position: Q2 2026 in Review

NewEdge Wealth held its AlTi Global (ALTI) position steady in Q2 2026 at 122,390 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

NewEdge Wealth first reported a position in ALTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $556K in Q4 2025. 75 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

NewEdge Wealth held 122,390 shares of AlTi Global worth $442K as of Q2 2026.
NewEdge Wealth left its AlTi Global share count unchanged in Q2 2026.
AlTi Global made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #895 holding.
NewEdge Wealth first reported a position in AlTi Global in Q4 2024 and has held it in 7 quarters since.
NewEdge Wealth's AlTi Global position peaked at $556K in Q4 2025.
75 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.