Violich Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Violich Capital Management’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.3M	Sell	333,845 -3,750	-1%	-$197K	1.88%	13
2026 Q1	$17.8M	Buy	337,595 +1,780	+0.5%	+$90.7K	2.08%	14
2025 Q4	$15.8M	Buy	335,815 +64,425	+24%	+$3.02M	1.76%	14
2025 Q3	$12.7M	Buy	271,390 +18,100	+7%	+$875K	1.52%	14
2025 Q2	$12.4M	Sell	253,290 -33,250	-12%	-$1.61M	1.74%	14
2025 Q1	$14.9M	Buy	286,540 +3,750	+1%	+$193K	2.01%	12
2024 Q4	$13.6M	Buy	282,790 +57,500	+26%	+$2.76M	1.77%	14
2024 Q3	$10.6M	Buy	225,290 +3,870	+2%	+$183K	1.38%	19
2024 Q2	$10.6M	Buy	221,420 +10,965	+5%	+$512K	1.44%	19
2024 Q1	$9.99M	Buy	210,455 +111,655	+113%	+$5.02M	1.43%	20
2023 Q4	$4.2M	Buy	98,800 +2,400	+2%	+$102K	0.68%	30
2023 Q3	$4.07M	Buy	96,400 +4,500	+5%	+$185K	0.69%	32
2023 Q2	$3.6M	Buy	91,900 +22,475	+32%	+$872K	0.58%	34
2023 Q1	$2.68M	Buy	69,425 +4,500	+7%	+$176K	0.46%	40
2022 Q4	$2.47M	Buy	64,925 +1,900	+3%	+$74.7K	0.44%	41
2022 Q3	$2.3M	Buy	63,025 +49,975	+383%	+$1.9M	0.43%	40
2022 Q2	$450K	Buy	+13,050	New	+$501K	0.08%	80

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

Violich Capital Management's AMLP Position: Q2 2026 in Review

Violich Capital Management reduced its Alerian MLP ETF (AMLP) stake by 1.1% in Q2 2026, selling an estimated $197K and leaving 333,845 shares worth $17.3M. The position accounts for 1.88% of the portfolio, ranked #13.

Violich Capital Management first reported a position in AMLP in Q2 2022 and has held it in 17 quarters since. The position peaked at $17.8M in Q1 2026. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Violich Capital Management held 333,845 shares of Alerian MLP ETF worth $17.3M as of Q2 2026.
Violich Capital Management sold 3,750 Alerian MLP ETF shares in Q2 2026, an estimated $197K.
Alerian MLP ETF made up 1.88% of Violich Capital Management's portfolio in Q2 2026, its #13 holding.
Violich Capital Management first reported a position in Alerian MLP ETF in Q2 2022 and has held it in 17 quarters since.
Violich Capital Management's Alerian MLP ETF position peaked at $17.8M in Q1 2026.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Violich Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.