Perigon Wealth Management
ALIT icon

Perigon Wealth Management’s Alight ALIT Stock Holding History

Perigon Wealth Management’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-773
Closed -$8.66K – 1470
2026
Q2 		$8.66K Sell
773
-398
-34% -$5.63K ﹤0.01% 1434
2026
Q1 		$13.6K Buy
+1,171
New +$27.9K ﹤0.01% 1291

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Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
BW Gestao de Investimentos
BW Gestao de Investimentos Sao Paulo, Brazil $4.09B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Perigon Wealth Management's ALIT Position: Q3 2026 in Review

Perigon Wealth Management sold out of Alight (ALIT) in Q3 2026, closing a stake of 773 shares — an estimated $8.66K sold.

Perigon Wealth Management first reported a position in ALIT in Q1 2026 and held it in 2 quarters. The position peaked at $13.6K in Q1 2026. 76 funds tracked by Wall St. Rank hold ALIT as of Q3 2026.

  • Perigon Wealth Management reported no remaining Alight position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 773 Alight shares in Q3 2026, an estimated $8.66K.
  • Perigon Wealth Management first reported a position in Alight in Q1 2026 and held it in 2 quarters.
  • Perigon Wealth Management's Alight position peaked at $13.6K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Alight as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.