True Wealth Design’s Allient ALNT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10	Closed	-$220	–	2575
2025 Q1	$220	Buy	+10	New	+$248	﹤0.01%	1911

Other funds holding ALNT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

True Wealth Design's ALNT Position: Q2 2025 in Review

True Wealth Design sold out of Allient (ALNT) in Q2 2025, closing a stake of 10 shares — an estimated $220 sold.

True Wealth Design first reported a position in ALNT in Q1 2025 and held it in 1 quarter. The position peaked at $220 in Q1 2025. 146 funds tracked by Wall St. Rank hold ALNT as of Q2 2025.

True Wealth Design reported no remaining Allient position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 10 Allient shares in Q2 2025, an estimated $220.
True Wealth Design first reported a position in Allient in Q1 2025 and held it in 1 quarter.
True Wealth Design's Allient position peaked at $220 in Q1 2025.
146 funds tracked by Wall St. Rank held Allient as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.