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True Wealth Design’s Alignment Healthcare ALHC Stock Holding History

True Wealth Design’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
2026
Q2 		$5.79K Buy
243
+47
+24% +$902 ﹤0.01% 1277
2026
Q1 		$3.45K Hold
196
– – ﹤0.01% 1347
2025
Q4 		$3.87K Hold
196
– – ﹤0.01% 1195
2025
Q3 		$3.42K Buy
196
+176
+880% +$2.61K ﹤0.01% 1246
2025
Q2 		$280 Sell
20
-39
-66% -$628 ﹤0.01% 1970
2025
Q1 		$1.1K Buy
59
+39
+195% +$582 ﹤0.01% 1235
2024
Q4 		$225 Sell
20
-45
-69% -$526 ﹤0.01% 1203
2024
Q3 		$769 Buy
+65
New +$615 ﹤0.01% 1026

Other funds holding ALHC

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design increased its Alignment Healthcare (ALHC) stake by 24% in Q2 2026, buying an estimated $902 and bringing the position to 243 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

True Wealth Design first reported a position in ALHC in Q3 2024 and has held it in 8 quarters since. 18 funds tracked by Wall St. Rank hold ALHC as of Q2 2026.

  • True Wealth Design held 243 shares of Alignment Healthcare worth $5.79K as of Q2 2026.
  • True Wealth Design bought 47 Alignment Healthcare shares in Q2 2026, an estimated $902.
  • Alignment Healthcare made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1277 holding.
  • True Wealth Design first reported a position in Alignment Healthcare in Q3 2024 and has held it in 8 quarters since.
  • 18 funds tracked by Wall St. Rank held Alignment Healthcare as of Q2 2026.

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