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Clearstead Advisors’s Allogene Therapeutics ALLO Stock Holding History

Clearstead Advisors’s Portfolio ALLO Stock Details ALLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71 Buy
+34
New +$75 ﹤0.01% 3417
2025
Q4 		– Sell
-837
Closed -$1.04K – 2759
2025
Q3 		$1.04K Buy
+837
New +$998 ﹤0.01% 2613

Other funds holding ALLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Clearstead Advisors's ALLO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Allogene Therapeutics (ALLO) in Q2 2026: 34 shares worth $71. The stake represents ﹤0.01% of the portfolio and ranks #3417 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ALLO as recently as Q3 2025.

Clearstead Advisors first reported a position in ALLO in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.04K in Q3 2025. 209 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • Clearstead Advisors held 34 shares of Allogene Therapeutics worth $71 as of Q2 2026.
  • Allogene Therapeutics was a new Clearstead Advisors position in Q2 2026.
  • Allogene Therapeutics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3417 holding.
  • Clearstead Advisors first reported a position in Allogene Therapeutics in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Allogene Therapeutics position peaked at $1.04K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.