SWA
ALM

Serenus Wealth Advisors’s Almonty Industries ALM Stock Holding History

Serenus Wealth Advisors’s Portfolio ALM Stock Details ALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$427K Buy
25,755
+2,055
+9% +$39.2K 0.07% 47
2026
Q1 		$343K Buy
23,700
+1,500
+7% +$21.4K 0.07% 52
2025
Q4 		$196K Buy
22,200
+2,200
+11% +$16.2K 0.04% 72
2025
Q3 		$121K Buy
+20,000
New +$90.9K 0.02% 65

Other funds holding ALM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Serenus Wealth Advisors's ALM Position: Q2 2026 in Review

Serenus Wealth Advisors increased its Almonty Industries (ALM) stake by 8.7% in Q2 2026, buying an estimated $39.2K and bringing the position to 25,755 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #47.

Serenus Wealth Advisors first reported a position in ALM in Q3 2025 and has held it in 4 quarters since. 181 funds tracked by Wall St. Rank hold ALM as of Q2 2026.

  • Serenus Wealth Advisors held 25,755 shares of Almonty Industries worth $427K as of Q2 2026.
  • Serenus Wealth Advisors bought 2,055 Almonty Industries shares in Q2 2026, an estimated $39.2K.
  • Almonty Industries made up 0.07% of Serenus Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Serenus Wealth Advisors first reported a position in Almonty Industries in Q3 2025 and has held it in 4 quarters since.
  • 181 funds tracked by Wall St. Rank held Almonty Industries as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.