Wealth Enhancement Advisory Services’s Alignment Healthcare ALHC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ALHC Stock Details ALHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$238K	Buy	27,362 +9,443	+53%	+$141K	﹤0.01%	3584
2026 Q2	$355K	Sell	17,919 -2,834	-14%	-$54.4K	﹤0.01%	3037
2026 Q1	$389K	Buy	20,753 +1,315	+7%	+$26.4K	﹤0.01%	2532
2025 Q4	$414K	Buy	19,438 +2,909	+18%	+$52.3K	﹤0.01%	2629
2025 Q3	$281K	Buy	+16,529	New	+$245K	﹤0.01%	2857

Other funds holding ALHC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 26.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's ALHC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Alignment Healthcare (ALHC) stake by 53% in Q3 2026, buying an estimated $141K and bringing the position to 27,362 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #3584.

Wealth Enhancement Advisory Services first reported a position in ALHC in Q3 2025 and has held it in 5 quarters since. The position peaked at $414K in Q4 2025. 153 funds tracked by Wall St. Rank hold ALHC as of Q3 2026.

Wealth Enhancement Advisory Services held 27,362 shares of Alignment Healthcare worth $238K as of Q3 2026.
Wealth Enhancement Advisory Services bought 9,443 Alignment Healthcare shares in Q3 2026, an estimated $141K.
Alignment Healthcare made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3584 holding.
Wealth Enhancement Advisory Services first reported a position in Alignment Healthcare in Q3 2025 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's Alignment Healthcare position peaked at $414K in Q4 2025.
153 funds tracked by Wall St. Rank held Alignment Healthcare as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.