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Wealthspire Advisors (New York)’s Alaska Air ALK Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-369
Closed -$18.4K – 1095
2025
Q3 		$18.4K Buy
+369
New +$20.5K ﹤0.01% 1721
2019
Q1 		– Sell
-111
Closed -$7K – 75
2018
Q4 		$7K Buy
+111
New +$7.18K ﹤0.01% 578

Other funds holding ALK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Alaska Air (ALK) in Q4 2025, closing a stake of 369 shares — an estimated $18.4K sold.

Wealthspire Advisors (New York) first reported a position in ALK in Q4 2018 and held it in 2 quarters. The position peaked at $18.4K in Q3 2025. 467 funds tracked by Wall St. Rank hold ALK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Alaska Air position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 369 Alaska Air shares in Q4 2025, an estimated $18.4K.
  • Wealthspire Advisors (New York) first reported a position in Alaska Air in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Alaska Air position peaked at $18.4K in Q3 2025.
  • 467 funds tracked by Wall St. Rank held Alaska Air as of Q4 2025.

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