Unique Wealth Strategies’s Alkermes ALKS Stock Holding History

Unique Wealth Strategies’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 Q1	–	Sell	-20,534	Closed	-$575K	–	218
2025 Q4	$575K	Buy	+20,534	New	+$615K	0.22%	145

Other funds holding ALKS

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

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return

Unique Wealth Strategies's ALKS Position: Q1 2026 in Review

Unique Wealth Strategies sold out of Alkermes (ALKS) in Q1 2026, closing a stake of 20,534 shares — an estimated $575K sold.

Unique Wealth Strategies first reported a position in ALKS in Q4 2025 and held it in 1 quarter. The position peaked at $575K in Q4 2025. 390 funds tracked by Wall St. Rank hold ALKS as of Q1 2026.

Unique Wealth Strategies reported no remaining Alkermes position as of Q1 2026 after selling out during the quarter.
Unique Wealth Strategies sold 20,534 Alkermes shares in Q1 2026, an estimated $575K.
Unique Wealth Strategies first reported a position in Alkermes in Q4 2025 and held it in 1 quarter.
Unique Wealth Strategies's Alkermes position peaked at $575K in Q4 2025.
390 funds tracked by Wall St. Rank held Alkermes as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.