WANY
ALEX

Wealthspire Advisors (New York)’s Alexander & Baldwin ALEX Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-180
Closed -$3.27K – 1090
2025
Q3 		$3.27K Buy
+180
New +$3.3K ﹤0.01% 2463

Other funds holding ALEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wealthspire Advisors (New York)'s ALEX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Alexander & Baldwin (ALEX) in Q4 2025, closing a stake of 180 shares — an estimated $3.27K sold.

Wealthspire Advisors (New York) first reported a position in ALEX in Q3 2025 and held it in 1 quarter. The position peaked at $3.27K in Q3 2025. 268 funds tracked by Wall St. Rank hold ALEX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Alexander & Baldwin position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 180 Alexander & Baldwin shares in Q4 2025, an estimated $3.27K.
  • Wealthspire Advisors (New York) first reported a position in Alexander & Baldwin in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Alexander & Baldwin position peaked at $3.27K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Alexander & Baldwin as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.