Curated Wealth Partners’s Allegion ALLE Stock Holding History

Curated Wealth Partners’s Portfolio ALLE Stock Details ALLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Buy	+66,117	New	+$8.99M	0.03%	450

Other funds holding ALLE

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners's ALLE Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Allegion (ALLE) in Q2 2026: 66,117 shares worth $255K. The stake represents 0.03% of the portfolio and ranks #450 among its holdings.

217 funds tracked by Wall St. Rank hold ALLE as of Q2 2026.

Curated Wealth Partners held 66,117 shares of Allegion worth $255K as of Q2 2026.
Allegion was a new Curated Wealth Partners position in Q2 2026.
Allegion made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #450 holding.
217 funds tracked by Wall St. Rank held Allegion as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.