Tulsa Wealth Advisors’s Allient ALNT Stock Holding History

Tulsa Wealth Advisors’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
2026 Q1	–	Sell	-12,262	Closed	-$659K	–	154
2025 Q4	$659K	Buy	+12,262	New	+$641K	0.22%	63

Other funds holding ALNT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

Tulsa Wealth Advisors's ALNT Position: Q1 2026 in Review

Tulsa Wealth Advisors sold out of Allient (ALNT) in Q1 2026, closing a stake of 12,262 shares — an estimated $659K sold.

Tulsa Wealth Advisors first reported a position in ALNT in Q4 2025 and held it in 1 quarter. The position peaked at $659K in Q4 2025. 214 funds tracked by Wall St. Rank hold ALNT as of Q1 2026.

Tulsa Wealth Advisors reported no remaining Allient position as of Q1 2026 after selling out during the quarter.
Tulsa Wealth Advisors sold 12,262 Allient shares in Q1 2026, an estimated $659K.
Tulsa Wealth Advisors first reported a position in Allient in Q4 2025 and held it in 1 quarter.
Tulsa Wealth Advisors's Allient position peaked at $659K in Q4 2025.
214 funds tracked by Wall St. Rank held Allient as of Q1 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.