Ritholtz Wealth Management’s Alkermes ALKS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$948K	Sell	23,394 -2,093	-8%	-$102K	0.01%	654
2026 Q2	$1.34M	Sell	25,487 -20,357	-44%	-$795K	0.02%	536
2026 Q1	$1.62M	Sell	45,844 -18,264	-28%	-$567K	0.03%	426
2025 Q4	$1.79M	Buy	64,108 +2,366	+4%	+$70.9K	0.03%	376
2025 Q3	$1.85M	Sell	61,742 -6,892	-10%	-$194K	0.04%	347
2025 Q2	$1.96M	Buy	68,634 +58,102	+552%	+$1.73M	0.04%	296
2025 Q1	$348K	Buy	+10,532	New	+$343K	0.01%	700

Other funds holding ALKS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

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

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Ritholtz Wealth Management's ALKS Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Alkermes (ALKS) stake by 8.2% in Q3 2026, selling an estimated $102K and leaving 23,394 shares worth $948K. The position accounts for 0.01% of the portfolio, ranked #654.

Ritholtz Wealth Management first reported a position in ALKS in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.96M in Q2 2025. 235 funds tracked by Wall St. Rank hold ALKS as of Q3 2026.

Ritholtz Wealth Management held 23,394 shares of Alkermes worth $948K as of Q3 2026.
Ritholtz Wealth Management sold 2,093 Alkermes shares in Q3 2026, an estimated $102K.
Alkermes made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #654 holding.
Ritholtz Wealth Management first reported a position in Alkermes in Q1 2025 and has held it in 7 quarters since.
Ritholtz Wealth Management's Alkermes position peaked at $1.96M in Q2 2025.
235 funds tracked by Wall St. Rank held Alkermes as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.