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Whalen Wealth Management’s Alignment Healthcare ALHC Stock Holding History

Whalen Wealth Management’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
Q1 		– Sell
-12,080
Closed -$239K – 175
2025
Q4 		$239K Buy
+12,080
New +$217K 0.13% 175

Other funds holding ALHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Whalen Wealth Management's ALHC Position: Q1 2026 in Review

Whalen Wealth Management sold out of Alignment Healthcare (ALHC) in Q1 2026, closing a stake of 12,080 shares — an estimated $239K sold.

Whalen Wealth Management first reported a position in ALHC in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 293 funds tracked by Wall St. Rank hold ALHC as of Q1 2026.

  • Whalen Wealth Management reported no remaining Alignment Healthcare position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 12,080 Alignment Healthcare shares in Q1 2026, an estimated $239K.
  • Whalen Wealth Management first reported a position in Alignment Healthcare in Q4 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Alignment Healthcare position peaked at $239K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Alignment Healthcare as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.