Concord Wealth Partners’s Allegro MicroSystems ALGM Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-120	Closed	-$3.17K	–	225
2025 Q4	$3.17K	Hold	120	–	–	﹤0.01%	669
2025 Q3	$3.5K	Hold	120	–	–	﹤0.01%	670
2025 Q2	$4.1K	Hold	120	–	–	﹤0.01%	655
2025 Q1	$3.02K	Hold	120	–	–	﹤0.01%	644
2024 Q4	$2.62K	Hold	120	–	–	﹤0.01%	686
2024 Q3	$2.8K	Hold	120	–	–	﹤0.01%	711
2024 Q2	$3.39K	Hold	120	–	–	﹤0.01%	620
2024 Q1	$3.23K	Hold	120	–	–	﹤0.01%	705
2023 Q4	$3.63K	Hold	120	–	–	﹤0.01%	668
2023 Q3	$3.83K	Hold	120	–	–	﹤0.01%	762
2023 Q2	$5.42K	Buy	+120	New	+$4.86K	﹤0.01%	689

Other funds holding ALGM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's ALGM Position: Q1 2026 in Review

Concord Wealth Partners sold out of Allegro MicroSystems (ALGM) in Q1 2026, closing a stake of 120 shares — an estimated $3.17K sold.

Concord Wealth Partners first reported a position in ALGM in Q2 2023 and held it in 11 quarters. The position peaked at $5.42K in Q2 2023. 322 funds tracked by Wall St. Rank hold ALGM as of Q1 2026.

Concord Wealth Partners reported no remaining Allegro MicroSystems position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 120 Allegro MicroSystems shares in Q1 2026, an estimated $3.17K.
Concord Wealth Partners first reported a position in Allegro MicroSystems in Q2 2023 and held it in 11 quarters.
Concord Wealth Partners's Allegro MicroSystems position peaked at $5.42K in Q2 2023.
322 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.