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Summit Wealth Group (Colorado)’s Alignment Healthcare ALHC Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio ALHC Stock Details ALHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23,908
Closed -$5.11M – 278
2025
Q3 		$5.11M Buy
+23,908
New +$355K 0.79% 20

Other funds holding ALHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ALHC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Alignment Healthcare (ALHC) in Q4 2025, closing a stake of 23,908 shares — an estimated $5.11M sold.

Summit Wealth Group (Colorado) first reported a position in ALHC in Q3 2025 and held it in 1 quarter. The position peaked at $5.11M in Q3 2025. 263 funds tracked by Wall St. Rank hold ALHC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Alignment Healthcare position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 23,908 Alignment Healthcare shares in Q4 2025, an estimated $5.11M.
  • Summit Wealth Group (Colorado) first reported a position in Alignment Healthcare in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Alignment Healthcare position peaked at $5.11M in Q3 2025.
  • 263 funds tracked by Wall St. Rank held Alignment Healthcare as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.