Creative Planning’s Allegro MicroSystems ALGM Stock Holding History

Creative Planning’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	$1.03M	Buy	32,554 +7,148	+28%	+$246K	﹤0.01%	2432
2025 Q4	$670K	Buy	25,406 +2,729	+12%	+$75.1K	﹤0.01%	2600
2025 Q3	$662K	Buy	22,677 +4,085	+22%	+$132K	﹤0.01%	2481
2025 Q2	$636K	Sell	18,592 -6,227	-25%	-$155K	﹤0.01%	2255
2025 Q1	$624K	Buy	24,819 +14,070	+131%	+$351K	﹤0.01%	2096
2024 Q4	$235K	Sell	10,749 -1,684	-14%	-$35.9K	﹤0.01%	2853
2024 Q3	$290K	Sell	12,433 -4,916	-28%	-$124K	﹤0.01%	2545
2024 Q2	$490K	Buy	17,349 +3,540	+26%	+$101K	﹤0.01%	1962
2024 Q1	$372K	Buy	+13,809	New	+$399K	﹤0.01%	2073
2023 Q3	–	Sell	-4,834	Closed	-$218K	–	2910
2023 Q2	$218K	Buy	+4,834	New	+$196K	﹤0.01%	2152

Other funds holding ALGM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's ALGM Position: Q1 2026 in Review

Creative Planning increased its Allegro MicroSystems (ALGM) stake by 28% in Q1 2026, buying an estimated $246K and bringing the position to 32,554 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Creative Planning first reported a position in ALGM in Q2 2023 and has held it in 10 quarters since. 320 funds tracked by Wall St. Rank hold ALGM as of Q1 2026.

Creative Planning held 32,554 shares of Allegro MicroSystems worth $1.03M as of Q1 2026.
Creative Planning bought 7,148 Allegro MicroSystems shares in Q1 2026, an estimated $246K.
Allegro MicroSystems made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2432 holding.
Creative Planning first reported a position in Allegro MicroSystems in Q2 2023 and has held it in 10 quarters since.
320 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.