Atria Investments
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Atria Investments’s Allegro MicroSystems ALGM Stock Holding History

Atria Investments’s Portfolio ALGM Stock Details ALGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$283K Buy
7,787
+92
+1% +$3.85K ﹤0.01% 1925
2026
Q2 		$536K Buy
+7,695
New +$360K 0.01% 1481

Other funds holding ALGM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Atria Investments's ALGM Position: Q3 2026 in Review

Atria Investments increased its Allegro MicroSystems (ALGM) stake by 1.2% in Q3 2026, buying an estimated $3.85K and bringing the position to 7,787 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Atria Investments first reported a position in ALGM in Q2 2026 and has held it in 2 quarters since. The position peaked at $536K in Q2 2026. 23 funds tracked by Wall St. Rank hold ALGM as of Q3 2026.

  • Atria Investments held 7,787 shares of Allegro MicroSystems worth $283K as of Q3 2026.
  • Atria Investments bought 92 Allegro MicroSystems shares in Q3 2026, an estimated $3.85K.
  • Allegro MicroSystems made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #1925 holding.
  • Atria Investments first reported a position in Allegro MicroSystems in Q2 2026 and has held it in 2 quarters since.
  • Atria Investments's Allegro MicroSystems position peaked at $536K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.