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True Wealth Design’s Alector ALEC Stock Holding History

True Wealth Design’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$826 Sell
446
-421
-49% -$813 ﹤0.01% 1989
2026
Q2 		$1.74K Buy
867
+274
+46% +$587 ﹤0.01% 1742
2026
Q1 		$1.28K Buy
593
+30
+5% +$60 ﹤0.01% 1716
2025
Q4 		$879 Sell
563
-236
-30% -$419 ﹤0.01% 1754
2025
Q3 		$2.37K Sell
799
-131
-14% -$289 ﹤0.01% 1397
2025
Q2 		$1.3K Buy
930
+378
+68% +$473 ﹤0.01% 1358
2025
Q1 		$679 Buy
552
+349
+172% +$568 ﹤0.01% 1428
2024
Q4 		$384 Sell
203
-38
-16% -$143 ﹤0.01% 1134
2024
Q3 		$1.12K Buy
+241
New +$1.29K ﹤0.01% 945

Other funds holding ALEC

GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's ALEC Position: Q3 2026 in Review

True Wealth Design reduced its Alector (ALEC) stake by 49% in Q3 2026, selling an estimated $813 and leaving 446 shares worth $826. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

True Wealth Design first reported a position in ALEC in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.37K in Q3 2025. 6 funds tracked by Wall St. Rank hold ALEC as of Q3 2026.

  • True Wealth Design held 446 shares of Alector worth $826 as of Q3 2026.
  • True Wealth Design sold 421 Alector shares in Q3 2026, an estimated $813.
  • Alector made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1989 holding.
  • True Wealth Design first reported a position in Alector in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Alector position peaked at $2.37K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Alector as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.