Wealth Enhancement Advisory Services
ALHC icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services's ALHC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Alignment Healthcare (ALHC) stake by 14% in Q2 2026, selling an estimated $54.4K and leaving 17,919 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Wealth Enhancement Advisory Services first reported a position in ALHC in Q3 2025 and has held it in 4 quarters since. The position peaked at $414K in Q4 2025. 324 funds tracked by Wall St. Rank hold ALHC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,919 shares of Alignment Healthcare worth $355K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,834 Alignment Healthcare shares in Q2 2026, an estimated $54.4K.
  • Alignment Healthcare made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3037 holding.
  • Wealth Enhancement Advisory Services first reported a position in Alignment Healthcare in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Alignment Healthcare position peaked at $414K in Q4 2025.
  • 324 funds tracked by Wall St. Rank held Alignment Healthcare as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.