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True Wealth Design’s Alamo Group ALG Stock Holding History

True Wealth Design’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
2026
Q2 		$5.43K Buy
33
+31
+1,550% +$5.01K ﹤0.01% 1292
2026
Q1 		$330 Hold
2
– – ﹤0.01% 2195
2025
Q4 		$336 Sell
2
-27
-93% -$4.7K ﹤0.01% 2085
2025
Q3 		$5.54K Hold
29
– – ﹤0.01% 1047
2025
Q2 		$6.33K Buy
29
+28
+2,800% +$5.34K ﹤0.01% 724
2025
Q1 		$179 Buy
+1
New +$184 ﹤0.01% 1998

Other funds holding ALG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's ALG Position: Q2 2026 in Review

True Wealth Design increased its Alamo Group (ALG) stake by 1,550% in Q2 2026, buying an estimated $5.01K and bringing the position to 33 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

True Wealth Design first reported a position in ALG in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.33K in Q2 2025. 270 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • True Wealth Design held 33 shares of Alamo Group worth $5.43K as of Q2 2026.
  • True Wealth Design bought 31 Alamo Group shares in Q2 2026, an estimated $5.01K.
  • Alamo Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1292 holding.
  • True Wealth Design first reported a position in Alamo Group in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Alamo Group position peaked at $6.33K in Q2 2025.
  • 270 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.