Simon Quick Advisors
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Simon Quick Advisors’s AlTi Global ALTI Stock Holding History

Simon Quick Advisors’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-25,938
Closed -$93.6K – 457
2026
Q2 		$93.6K Hold
25,938
– – ﹤0.01% 415
2026
Q1 		$93.9K Buy
+25,938
New +$110K ﹤0.01% 373
2025
Q1 		– Sell
-16,059
Closed -$70.8K – 612
2024
Q4 		$70.8K Hold
16,059
– – ﹤0.01% 481
2024
Q3 		$60.1K Sell
16,059
-25,000
-61% -$108K ﹤0.01% 433
2024
Q2 		$214K Buy
+41,059
New +$197K 0.02% 356

Other funds holding ALTI

Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BlueCrest Capital Management
BlueCrest Capital Management St Helier, Jersey $2.76B AUM 15.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Yorkville Advisors Global
Yorkville Advisors Global Mountainside, New Jersey $133M AUM 33.08% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Simon Quick Advisors's ALTI Position: Q3 2026 in Review

Simon Quick Advisors sold out of AlTi Global (ALTI) in Q3 2026, closing a stake of 25,938 shares — an estimated $93.6K sold.

Simon Quick Advisors first reported a position in ALTI in Q2 2024 and held it in 5 quarters. The position peaked at $214K in Q2 2024. 58 funds tracked by Wall St. Rank hold ALTI as of Q3 2026.

  • Simon Quick Advisors reported no remaining AlTi Global position as of Q3 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 25,938 AlTi Global shares in Q3 2026, an estimated $93.6K.
  • Simon Quick Advisors first reported a position in AlTi Global in Q2 2024 and held it in 5 quarters.
  • Simon Quick Advisors's AlTi Global position peaked at $214K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held AlTi Global as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.