Integrated Wealth Concepts LLC
Position in ALHC — Alignment Healthcare, Inc.
CIK 1737109
WALTHAM, MA
Position in ALHC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$233,385
+$18,210 QoQ
Shares Held
9,802
-19.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
of 323 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALHC Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $45,811,983 across 11 Healthcare Plans names. ALHC ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
44,741 | $18,595,701 | |
| 2 | CI |
Cigna Group
|
41,772 | $11,515,704 | |
| 3 | CNC |
Centene Corp
|
71,959 | $4,619,048 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
18,890 | $4,320,143 | |
| 5 | CVS |
CVS HEALTH Corp
|
38,040 | $3,935,238 | |
| 6 | ELV |
Elevance Health, Inc.
|
4,457 | $1,723,655 | |
| 7 | HUM |
Humana Inc
|
1,148 | $456,008 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
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|
9,802 | $233,385 |
All Filings in ALHC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,385 | 9,802 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $215,175 | 12,212 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $220,903 | 11,185 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $195,963 | 11,230 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $147,910 | 10,565 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||