True Wealth Design’s Alkermes ALKS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$446	Hold	11	–	–	﹤0.01%	2167
2026 Q2	$577	Hold	11	–	–	﹤0.01%	2157
2026 Q1	$389	Hold	11	–	–	﹤0.01%	2141
2025 Q4	$308	Sell	11 -1	-8%	-$30	﹤0.01%	2114
2025 Q3	$360	Sell	12 -334	-97%	-$9.42K	﹤0.01%	2114
2025 Q2	$9.9K	Sell	346 -388	-53%	-$11.5K	﹤0.01%	586
2025 Q1	$24.2K	Buy	734 +1	+0.1%	+$33	0.01%	312
2024 Q4	$21.1K	Buy	733 +178	+32%	+$5.12K	0.01%	316
2024 Q3	$15.5K	Buy	+555	New	+$14.8K	0.01%	358

Other funds holding ALKS

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NIM

Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 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

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

True Wealth Design held its Alkermes (ALKS) position steady in Q3 2026 at 11 shares worth $446. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

True Wealth Design first reported a position in ALKS in Q3 2024 and has held it in 9 quarters since. The position peaked at $24.2K in Q1 2025. 16 funds tracked by Wall St. Rank hold ALKS as of Q3 2026.

True Wealth Design held 11 shares of Alkermes worth $446 as of Q3 2026.
True Wealth Design left its Alkermes share count unchanged in Q3 2026.
Alkermes made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2167 holding.
True Wealth Design first reported a position in Alkermes in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Alkermes position peaked at $24.2K in Q1 2025.
16 funds tracked by Wall St. Rank held Alkermes as of Q3 2026.

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