UAS
ALM

United Asset Strategies’s Almonty Industries ALM Stock Holding History

United Asset Strategies’s Portfolio ALM Stock Details ALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-36,483
Closed -$321K – 279
2025
Q4 		$321K Sell
36,483
-68,517
-65% -$504K 0.02% 222
2025
Q3 		$633K Buy
+105,000
New +$477K 0.05% 179

Other funds holding ALM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Asset Strategies's ALM Position: Q1 2026 in Review

United Asset Strategies sold out of Almonty Industries (ALM) in Q1 2026, closing a stake of 36,483 shares — an estimated $321K sold.

United Asset Strategies first reported a position in ALM in Q3 2025 and held it in 2 quarters. The position peaked at $633K in Q3 2025. 142 funds tracked by Wall St. Rank hold ALM as of Q1 2026.

  • United Asset Strategies reported no remaining Almonty Industries position as of Q1 2026 after selling out during the quarter.
  • United Asset Strategies sold 36,483 Almonty Industries shares in Q1 2026, an estimated $321K.
  • United Asset Strategies first reported a position in Almonty Industries in Q3 2025 and held it in 2 quarters.
  • United Asset Strategies's Almonty Industries position peaked at $633K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Almonty Industries as of Q1 2026.

Based on United Asset Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.