True Wealth Design’s Alexander's ALX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$473	–	2664
2026 Q1	$473	Sell	2 -1	-33%	-$238	﹤0.01%	2076
2025 Q4	$654	Buy	3 +2	+200%	+$446	﹤0.01%	1862
2025 Q3	$235	Hold	1	–	–	﹤0.01%	2262
2025 Q2	$226	Hold	1	–	–	﹤0.01%	2036
2025 Q1	$210	Buy	+1	New	+$202	﹤0.01%	1929

Other funds holding ALX

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

True Wealth Design sold out of Alexander's (ALX) in Q2 2026, closing a stake of 2 shares — an estimated $473 sold.

True Wealth Design first reported a position in ALX in Q1 2025 and held it in 5 quarters. The position peaked at $654 in Q4 2025. 3 funds tracked by Wall St. Rank hold ALX as of Q2 2026.

True Wealth Design reported no remaining Alexander's position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 2 Alexander's shares in Q2 2026, an estimated $473.
True Wealth Design first reported a position in Alexander's in Q1 2025 and held it in 5 quarters.
True Wealth Design's Alexander's position peaked at $654 in Q4 2025.
3 funds tracked by Wall St. Rank held Alexander's as of Q2 2026.

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