CWM
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Copia Wealth Management’s Allegro MicroSystems ALGM Stock Holding History

Copia Wealth Management’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 		$851 Hold
27
– – ﹤0.01% 479
2025
Q4 		$712 Buy
+27
New +$743 ﹤0.01% 485

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Copia Wealth Management's ALGM Position: Q1 2026 in Review

Copia Wealth Management held its Allegro MicroSystems (ALGM) position steady in Q1 2026 at 27 shares worth $851. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Copia Wealth Management first reported a position in ALGM in Q4 2025 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold ALGM as of Q1 2026.

  • Copia Wealth Management held 27 shares of Allegro MicroSystems worth $851 as of Q1 2026.
  • Copia Wealth Management left its Allegro MicroSystems share count unchanged in Q1 2026.
  • Allegro MicroSystems made up ﹤0.01% of Copia Wealth Management's portfolio in Q1 2026, its #479 holding.
  • Copia Wealth Management first reported a position in Allegro MicroSystems in Q4 2025 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.