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United Financial Planning Group’s Allegiant Air ALGT Stock Holding History

United Financial Planning Group’s Portfolio ALGT Stock Details ALGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$177 – 488
2025
Q3 		$177 Buy
+1
New +$57 ﹤0.01% 209

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Financial Planning Group's ALGT Position: Q4 2025 in Review

United Financial Planning Group sold out of Allegiant Air (ALGT) in Q4 2025, closing a stake of 1 share — an estimated $177 sold.

United Financial Planning Group first reported a position in ALGT in Q3 2025 and held it in 1 quarter. The position peaked at $177 in Q3 2025. 226 funds tracked by Wall St. Rank hold ALGT as of Q4 2025.

  • United Financial Planning Group reported no remaining Allegiant Air position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 1 Allegiant Air share in Q4 2025, an estimated $177.
  • United Financial Planning Group first reported a position in Allegiant Air in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's Allegiant Air position peaked at $177 in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Allegiant Air as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.