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Stratos Wealth Partners’s AlTi Global ALTI Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-10,000
Closed -$46.4K – 1623
2025
Q4 		$46.4K Sell
10,000
-20,000
-67% -$82.5K ﹤0.01% 1576
2025
Q3 		$107K Buy
+30,000
New +$124K ﹤0.01% 1514

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stratos Wealth Partners's ALTI Position: Q1 2026 in Review

Stratos Wealth Partners sold out of AlTi Global (ALTI) in Q1 2026, closing a stake of 10,000 shares — an estimated $46.4K sold.

Stratos Wealth Partners first reported a position in ALTI in Q3 2025 and held it in 2 quarters. The position peaked at $107K in Q3 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Stratos Wealth Partners reported no remaining AlTi Global position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 10,000 AlTi Global shares in Q1 2026, an estimated $46.4K.
  • Stratos Wealth Partners first reported a position in AlTi Global in Q3 2025 and held it in 2 quarters.
  • Stratos Wealth Partners's AlTi Global position peaked at $107K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.