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Whalen Wealth Management’s Allient ALNT Stock Holding History

Whalen Wealth Management’s Portfolio ALNT Stock Details ALNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$235K Buy
+2,109
New +$204K 0.1% 189

Other funds holding ALNT

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Whalen Wealth Management's ALNT Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Allient (ALNT) in Q3 2026: 2,109 shares worth $235K. The stake represents 0.1% of the portfolio and ranks #189 among its holdings.

7 funds tracked by Wall St. Rank hold ALNT as of Q3 2026.

  • Whalen Wealth Management held 2,109 shares of Allient worth $235K as of Q3 2026.
  • Allient was a new Whalen Wealth Management position in Q3 2026.
  • Allient made up 0.1% of Whalen Wealth Management's portfolio in Q3 2026, its #189 holding.
  • 7 funds tracked by Wall St. Rank held Allient as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.