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 Q3	$247	Buy	+1	New	+$266	﹤0.01%	2306
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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

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

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

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

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

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

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

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

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

True Wealth Design opened a new position in Alexander's (ALX) in Q3 2026: 1 share worth $247. The stake represents ﹤0.01% of the portfolio and ranks #2306 among its holdings. This is a return to the name: True Wealth Design previously reported a position in ALX as recently as Q1 2026.

True Wealth Design first reported a position in ALX in Q1 2025 and has held it in 6 quarters since. The position peaked at $654 in Q4 2025. 10 funds tracked by Wall St. Rank hold ALX as of Q3 2026.

True Wealth Design held 1 share of Alexander's worth $247 as of Q3 2026.
Alexander's was a new True Wealth Design position in Q3 2026.
Alexander's made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2306 holding.
True Wealth Design first reported a position in Alexander's in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Alexander's position peaked at $654 in Q4 2025.
10 funds tracked by Wall St. Rank held Alexander's as of Q3 2026.

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