True Wealth Design’s Alight ALIT Stock Holding History

True Wealth Design’s Portfolio ALIT Stock Details ALIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$652	Buy	+73	New	+$1.12K	﹤0.01%	2062
2026 Q2	–	Sell	-5	Closed	-$62	–	2662
2026 Q1	$62	Buy	+5	New	+$119	﹤0.01%	2536
2025 Q4	–	Hold	0	–	-$10	–	2567
2025 Q3	–	Sell	-24	Closed	-$2.12K	–	2685
2025 Q2	$2.67K	Buy	24 +22	+1,100%	+$2.36K	﹤0.01%	1057
2025 Q1	$232	Buy	+2	New	+$263	﹤0.01%	1892

Other funds holding ALIT

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

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

True Wealth Design opened a new position in Alight (ALIT) in Q3 2026: 73 shares worth $652. The stake represents ﹤0.01% of the portfolio and ranks #2062 among its holdings. This is a return to the name: True Wealth Design previously reported a position in ALIT as recently as Q1 2026.

True Wealth Design first reported a position in ALIT in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.67K in Q2 2025. 10 funds tracked by Wall St. Rank hold ALIT as of Q3 2026.

True Wealth Design held 73 shares of Alight worth $652 as of Q3 2026.
Alight was a new True Wealth Design position in Q3 2026.
Alight made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2062 holding.
True Wealth Design first reported a position in Alight in Q1 2025 and has held it in 4 quarters since.
True Wealth Design's Alight position peaked at $2.67K in Q2 2025.
10 funds tracked by Wall St. Rank held Alight as of Q3 2026.

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