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Root Financial Partners’s Alector ALEC Stock Holding History

Root Financial Partners’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-305
Closed -$656 – 504
2026
Q1 		$656 Buy
+305
New +$613 ﹤0.01% 2768

Other funds holding ALEC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Root Financial Partners's ALEC Position: Q2 2026 in Review

Root Financial Partners sold out of Alector (ALEC) in Q2 2026, closing a stake of 305 shares — an estimated $656 sold.

Root Financial Partners first reported a position in ALEC in Q1 2026 and held it in 1 quarter. The position peaked at $656 in Q1 2026. 21 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

  • Root Financial Partners reported no remaining Alector position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 305 Alector shares in Q2 2026, an estimated $656.
  • Root Financial Partners first reported a position in Alector in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Alector position peaked at $656 in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Alector as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.