United Capital Financial Advisors’s Allient ALNT Stock Holding History

United Capital Financial 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 Q2	$751K	Buy	7,296 +245	+3%	+$18.9K	﹤0.01%	932
2026 Q1	$417K	Hold	7,051	–	–	﹤0.01%	1157
2025 Q4	$379K	Hold	7,051	–	–	﹤0.01%	1083
2025 Q3	$316K	Sell	7,051 -3,450	-33%	-$147K	﹤0.01%	1004
2025 Q2	$381K	Sell	10,501 -1	-0%	-$28	﹤0.01%	856
2025 Q1	$231K	Buy	+10,502	New	+$260K	﹤0.01%	965
2021 Q2	–	Sell	-10,500	Closed	-$359K	–	1218
2021 Q1	$359K	Sell	10,500 -1,500	-13%	-$49.6K	﹤0.01%	943
2020 Q4	$409K	Hold	12,000	–	–	﹤0.01%	902
2020 Q3	$330K	Hold	12,000	–	–	﹤0.01%	933
2020 Q2	$282K	Buy	+12,000	New	+$250K	﹤0.01%	1011
2019 Q4	–	Sell	-12,000	Closed	-$282K	–	1368
2019 Q3	$282K	Hold	12,000	–	–	﹤0.01%	1096
2019 Q2	$303K	Hold	12,000	–	–	﹤0.01%	1206
2019 Q1	$275K	Hold	12,000	–	–	﹤0.01%	1157
2018 Q4	$358K	Hold	12,000	–	–	﹤0.01%	1010
2018 Q3	$435K	Hold	12,000	–	–	﹤0.01%	996
2018 Q2	$383K	Sell	12,000 -3,000	-20%	-$89.6K	﹤0.01%	1011
2018 Q1	$398K	Hold	15,000	–	–	﹤0.01%	1010
2017 Q4	$331K	Hold	15,000	–	–	﹤0.01%	1078
2017 Q3	$253K	Hold	15,000	–	–	﹤0.01%	1171
2017 Q2	$272K	Hold	15,000	–	–	﹤0.01%	1104
2017 Q1	$201K	Hold	15,000	–	–	﹤0.01%	1181
2016 Q4	$214K	Hold	15,000	–	–	﹤0.01%	1158
2016 Q3	$189K	Hold	15,000	–	–	﹤0.01%	1194
2016 Q2	$230K	Hold	15,000	–	–	﹤0.01%	1132
2016 Q1	$180K	Hold	15,000	–	–	﹤0.01%	1137
2015 Q4	$262K	Hold	15,000	–	–	﹤0.01%	1050
2015 Q3	$178K	Buy	+15,000	New	+$195K	﹤0.01%	1169

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

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

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 $3.38T AUM 44.17% 1-Year Est. Return

PCM

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

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

United Capital Financial Advisors's ALNT Position: Q2 2026 in Review

United Capital Financial Advisors increased its Allient (ALNT) stake by 3.5% in Q2 2026, buying an estimated $18.9K and bringing the position to 7,296 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

United Capital Financial Advisors first reported a position in ALNT in Q3 2015 and has held it in 27 quarters since. 229 funds tracked by Wall St. Rank hold ALNT as of Q2 2026.

United Capital Financial Advisors held 7,296 shares of Allient worth $751K as of Q2 2026.
United Capital Financial Advisors bought 245 Allient shares in Q2 2026, an estimated $18.9K.
Allient made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #932 holding.
United Capital Financial Advisors first reported a position in Allient in Q3 2015 and has held it in 27 quarters since.
229 funds tracked by Wall St. Rank held Allient as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.