ALKS β€” ALKERMES PLC

Ownership history in DiNuzzo Private Wealth, Inc.  Β·  9 quarters on record

AI Ownership Summary

DiNuzzo Private Wealth, Inc. reported ALKERMES PLC (ALKS) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows ALKS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALKS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DiNuzzo Private Wealth, Inc.'s position in ALKERMES PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ALKS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DiNuzzo Private Wealth, Inc. held ALKS β€” position size vs. price
% of Fund (quarterly)    ALKS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 25 -1 -3.8% 0.00% $884 2026-04-08 $34.77
2025 Q4 UNCHANGED 26 β€” 0% 0.00% $728 2026-01-16 $31.63
2025 Q3 ADDED 26 +5 +23.8% 0.00% $754 2025-10-14 $31.94
2025 Q2 ADDED 21 +3 +16.7% 0.00% $601 2025-07-17 $29.36
2025 Q1 UNCHANGED 18 β€” 0% 0.00% $595 2025-04-25 $27.84
2024 Q4 ADDED 18 +3 +20.0% 0.00% $518 2025-01-23 $31.75
2024 Q3 UNCHANGED 15 β€” 0% 0.00% $420 2024-10-17 $28.33
2024 Q2 ADDED 15 +14 +1400.0% 0.00% $362 2024-07-30 $27.63
2023 Q4 INITIATED 1 β€” β€” 0.00% $28 2024-02-06 $27.04

FAQ About DiNuzzo Private Wealth, Inc. and ALKS

These are the practical questions this page is built to answer before you even open the full history table.

How long has DiNuzzo Private Wealth, Inc. reported owning ALKS?

DiNuzzo Private Wealth, Inc. reported ALKS across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ALKS position in DiNuzzo Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for ALKS was 0.00% in 2026 Q1.

What is the latest reported ALKS position on this page?

The most recent filing on this page is 2026 Q1, when DiNuzzo Private Wealth, Inc. reported 25 shares, equal to 0.00% of portfolio, with an estimated market value of $884.

What does the chart on this ALKS ownership page compare?

The chart compares DiNuzzo Private Wealth, Inc.'s quarterly ALKS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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