Physician Wealth Advisors’s Alignment Healthcare ALHC Stock Holding History

Physician Wealth Advisors’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
2026 Q3	$531	Hold	65	–	–	﹤0.01%	2201
2026 Q2	$1.55K	Sell	65 -101	-61%	-$1.94K	﹤0.01%	1618
2026 Q1	$2.92K	Buy	166 +32	+24%	+$643	﹤0.01%	1190
2025 Q4	$2.65K	Buy	134 +29	+28%	+$521	﹤0.01%	1177
2025 Q3	$1.83K	Sell	105 -140	-57%	-$2.08K	﹤0.01%	1266
2025 Q2	$3.43K	Buy	245 +122	+99%	+$1.96K	﹤0.01%	892
2025 Q1	$2.29K	Buy	+123	New	+$1.83K	﹤0.01%	844

Other funds holding ALHC

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 26.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Physician Wealth Advisors's ALHC Position: Q3 2026 in Review

Physician Wealth Advisors held its Alignment Healthcare (ALHC) position steady in Q3 2026 at 65 shares worth $531. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Physician Wealth Advisors first reported a position in ALHC in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.43K in Q2 2025. 131 funds tracked by Wall St. Rank hold ALHC as of Q3 2026.

Physician Wealth Advisors held 65 shares of Alignment Healthcare worth $531 as of Q3 2026.
Physician Wealth Advisors left its Alignment Healthcare share count unchanged in Q3 2026.
Alignment Healthcare made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2201 holding.
Physician Wealth Advisors first reported a position in Alignment Healthcare in Q1 2025 and has held it in 7 quarters since.
Physician Wealth Advisors's Alignment Healthcare position peaked at $3.43K in Q2 2025.
131 funds tracked by Wall St. Rank held Alignment Healthcare as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.