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 Q3	$18.4M	Buy	353,870 +20,025	+6%	+$1.09M	1.98%	13
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%	+$90.6K	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	$10M	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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Violich Capital Management's AMLP Position: Q3 2026 in Review

Violich Capital Management increased its Alerian MLP ETF (AMLP) stake by 6% in Q3 2026, buying an estimated $1.09M and bringing the position to 353,870 shares worth $18.4M. The position accounts for 1.98% of the portfolio, ranked #13.

Violich Capital Management first reported a position in AMLP in Q2 2022 and has held it in 18 quarters since. 344 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Violich Capital Management held 353,870 shares of Alerian MLP ETF worth $18.4M as of Q3 2026.
Violich Capital Management bought 20,025 Alerian MLP ETF shares in Q3 2026, an estimated $1.09M.
Alerian MLP ETF made up 1.98% of Violich Capital Management's portfolio in Q3 2026, its #13 holding.
Violich Capital Management first reported a position in Alerian MLP ETF in Q2 2022 and has held it in 18 quarters since.
344 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Violich Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.