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Private Wealth Management Group’s Alamo Group ALG Stock Holding History

Private Wealth Management Group’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18
Closed -$2.97K – 1457
2026
Q1 		$2.97K Hold
18
– – ﹤0.01% 947
2025
Q4 		$3.02K Hold
18
– – ﹤0.01% 944
2025
Q3 		$3.44K Hold
18
– – ﹤0.01% 931
2025
Q2 		$3.93K Buy
18
+1
+6% +$191 ﹤0.01% 852
2025
Q1 		$3.03K Hold
17
– – ﹤0.01% 916
2024
Q4 		$3.16K Buy
17
+9
+113% +$1.68K ﹤0.01% 924
2024
Q3 		$1.44K Hold
8
– – ﹤0.01% 1184
2024
Q2 		$1.38K Buy
+8
New +$1.56K ﹤0.01% 1180

Other funds holding ALG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's ALG Position: Q2 2026 in Review

Private Wealth Management Group sold out of Alamo Group (ALG) in Q2 2026, closing a stake of 18 shares — an estimated $2.97K sold.

Private Wealth Management Group first reported a position in ALG in Q2 2024 and held it in 8 quarters. The position peaked at $3.93K in Q2 2025. 272 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • Private Wealth Management Group reported no remaining Alamo Group position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 18 Alamo Group shares in Q2 2026, an estimated $2.97K.
  • Private Wealth Management Group first reported a position in Alamo Group in Q2 2024 and held it in 8 quarters.
  • Private Wealth Management Group's Alamo Group position peaked at $3.93K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.