Shaker Investments’s Alamo Group ALG Stock Holding History

Shaker Investments’s Portfolio ALG Stock Details ALG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,076	Closed	-$205K	–	84
2025 Q3	$205K	Sell	1,076 -1,598	-60%	-$343K	0.08%	96
2025 Q2	$584K	Hold	2,674	–	–	0.24%	72
2025 Q1	$477K	Sell	2,674 -1,356	-34%	-$249K	0.23%	72
2024 Q4	$749K	Buy	4,030 +10	+0.2%	+$1.87K	0.31%	64
2024 Q3	$724K	Hold	4,020	–	–	0.3%	72
2024 Q2	$695K	Buy	4,020 +29	+0.7%	+$5.66K	0.3%	73
2024 Q1	$911K	Buy	3,991 +58	+1%	+$12.1K	0.39%	63
2023 Q4	$827K	Buy	3,933 +1,148	+41%	+$210K	0.39%	61
2023 Q3	$481K	Buy	2,785 +1,236	+80%	+$221K	0.27%	69
2023 Q2	$285K	Buy	1,549 +30	+2%	+$5.35K	0.15%	85
2023 Q1	$280K	Sell	1,519 -1,525	-50%	-$251K	0.16%	82
2022 Q4	$431K	Buy	+3,044	New	+$441K	0.27%	69
2019 Q4	–	Sell	-7,130	Closed	-$839K	–	88
2019 Q3	$839K	Hold	7,130	–	–	0.55%	48
2019 Q2	$713K	Buy	+7,130	New	+$711K	0.47%	51

Other funds holding ALG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shaker Investments's ALG Position: Q4 2025 in Review

Shaker Investments sold out of Alamo Group (ALG) in Q4 2025, closing a stake of 1,076 shares — an estimated $205K sold.

Shaker Investments first reported a position in ALG in Q2 2019 and held it in 14 quarters. The position peaked at $911K in Q1 2024. 259 funds tracked by Wall St. Rank hold ALG as of Q4 2025.

Shaker Investments reported no remaining Alamo Group position as of Q4 2025 after selling out during the quarter.
Shaker Investments sold 1,076 Alamo Group shares in Q4 2025, an estimated $205K.
Shaker Investments first reported a position in Alamo Group in Q2 2019 and held it in 14 quarters.
Shaker Investments's Alamo Group position peaked at $911K in Q1 2024.
259 funds tracked by Wall St. Rank held Alamo Group as of Q4 2025.

Based on Shaker Investments's 13F filing for Q4 2025, filed 30 Jan 2026.