Vontobel Holding’s Alector ALEC Stock Holding History

Vontobel Holding’s Portfolio ALEC Stock Details ALEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-30,000	Closed	-$60.3K	–	1492
2026 Q2	$60.3K	Hold	30,000	–	–	﹤0.01%	1438
2026 Q1	$64.5K	Hold	30,000	–	–	﹤0.01%	1170
2025 Q4	$46.8K	Buy	30,000 +4,000	+15%	+$7.1K	﹤0.01%	1406
2025 Q3	$77K	Sell	26,000 -12,000	-32%	-$26.4K	﹤0.01%	1304
2025 Q2	$53.2K	Buy	38,000 +8,000	+27%	+$10K	﹤0.01%	1232
2025 Q1	$36.9K	Buy	30,000 +5,000	+20%	+$8.14K	﹤0.01%	1073
2024 Q4	$47.2K	Buy	25,000 +14,000	+127%	+$52.7K	﹤0.01%	1077
2024 Q3	$51.3K	Hold	11,000	–	–	﹤0.01%	1058
2024 Q2	$49.9K	Sell	11,000 -2,000	-15%	-$10.3K	﹤0.01%	1041
2024 Q1	$78.3K	Buy	13,000 +2,000	+18%	+$13.1K	﹤0.01%	1036
2023 Q4	$87.8K	Hold	11,000	–	–	﹤0.01%	1048
2023 Q3	$71.3K	Buy	+11,000	New	+$71.2K	﹤0.01%	1033
2021 Q4	–	Sell	-32,000	Closed	-$730K	–	1045
2021 Q3	$730K	Buy	32,000 +2,000	+7%	+$56K	0.01%	686
2021 Q2	$625K	Hold	30,000	–	–	0.01%	704
2021 Q1	$604K	Hold	30,000	–	–	﹤0.01%	626
2020 Q4	$454K	Buy	+30,000	New	+$373K	﹤0.01%	677

Other funds holding ALEC

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vontobel Holding's ALEC Position: Q3 2026 in Review

Vontobel Holding sold out of Alector (ALEC) in Q3 2026, closing a stake of 30,000 shares — an estimated $60.3K sold.

Vontobel Holding first reported a position in ALEC in Q4 2020 and held it in 16 quarters. The position peaked at $730K in Q3 2021. 11 funds tracked by Wall St. Rank hold ALEC as of Q3 2026.

Vontobel Holding reported no remaining Alector position as of Q3 2026 after selling out during the quarter.
Vontobel Holding sold 30,000 Alector shares in Q3 2026, an estimated $60.3K.
Vontobel Holding first reported a position in Alector in Q4 2020 and held it in 16 quarters.
Vontobel Holding's Alector position peaked at $730K in Q3 2021.
11 funds tracked by Wall St. Rank held Alector as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.