Ritholtz Wealth Management’s Alexander & Baldwin ALEX Stock Holding History

Ritholtz Wealth Management’s Portfolio ALEX Stock Details ALEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-19,271	Closed	-$398K	–	1195
2025 Q4	$398K	Buy	19,271 +2,173	+13%	+$37.8K	0.01%	797
2025 Q3	$311K	Buy	+17,098	New	+$314K	0.01%	825

Other funds holding ALEX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ritholtz Wealth Management's ALEX Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 19,271 shares — an estimated $398K sold.

Ritholtz Wealth Management first reported a position in ALEX in Q3 2025 and held it in 2 quarters. The position peaked at $398K in Q4 2025. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

Ritholtz Wealth Management reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 19,271 Alexander & Baldwin shares in Q1 2026, an estimated $398K.
Ritholtz Wealth Management first reported a position in Alexander & Baldwin in Q3 2025 and held it in 2 quarters.
Ritholtz Wealth Management's Alexander & Baldwin position peaked at $398K in Q4 2025.
1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.