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Redmont Wealth Advisors’s Alico ALCO Stock Holding History

Redmont Wealth Advisors’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$677K Sell
18,598
-84
-0.4% -$2.92K 1.02% 25
2025
Q3 		$648K Sell
18,682
-247
-1% -$8.2K 0.9% 31
2025
Q2 		$619K Buy
18,929
+6,059
+47% +$184K 0.91% 32
2025
Q1 		$384K Sell
12,870
-5,744
-31% -$171K 0.75% 35
2024
Q4 		$483K Sell
18,614
-963
-5% -$25.1K 0.83% 34
2024
Q3 		$548K Sell
19,577
-2,777
-12% -$77K 0.85% 30
2024
Q2 		$579K Sell
22,354
-5,443
-20% -$147K 0.91% 30
2024
Q1 		$814K Sell
27,797
-12
-0% -$342 1.13% 24
2023
Q4 		$809K Buy
27,809
+5,056
+22% +$135K 1.18% 24
2023
Q3 		$568K Buy
22,753
+1,962
+9% +$48.8K 1% 27
2023
Q2 		$529K Buy
20,791
+2,305
+12% +$56.1K 0.91% 33
2023
Q1 		$447K Buy
18,486
+2,053
+12% +$52.6K 0.9% 32
2022
Q4 		$392K Buy
16,433
+3,904
+31% +$113K 0.46% 62
2022
Q3 		$354K Buy
12,529
+2,959
+31% +$100K 0.46% 55
2022
Q2 		$341K Buy
9,570
+552
+6% +$22K 0.41% 57
2022
Q1 		$339K Buy
+9,018
New +$314K 0.36% 66

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Redmont Wealth Advisors's ALCO Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its Alico (ALCO) stake by 0.45% in Q4 2025, selling an estimated $2.92K and leaving 18,598 shares worth $677K. The position accounts for 1.02% of the portfolio, ranked #25.

Redmont Wealth Advisors first reported a position in ALCO in Q1 2022 and has held it in 16 quarters since. The position peaked at $814K in Q1 2024. 106 funds tracked by Wall St. Rank hold ALCO as of Q4 2025.

  • Redmont Wealth Advisors held 18,598 shares of Alico worth $677K as of Q4 2025.
  • Redmont Wealth Advisors sold 84 Alico shares in Q4 2025, an estimated $2.92K.
  • Alico made up 1.02% of Redmont Wealth Advisors's portfolio in Q4 2025, its #25 holding.
  • Redmont Wealth Advisors first reported a position in Alico in Q1 2022 and has held it in 16 quarters since.
  • Redmont Wealth Advisors's Alico position peaked at $814K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held Alico as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.