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Global Financial Private Client’s Allegro MicroSystems ALGM Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-10
Closed -$251 – 274
2025
Q1 		$251 Buy
10
+9
+900% +$225 ﹤0.01% 1481
2024
Q4 		$22 Buy
+1
New +$21 ﹤0.01% 1635

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Global Financial Private Client's ALGM Position: Q2 2025 in Review

Global Financial Private Client sold out of Allegro MicroSystems (ALGM) in Q2 2025, closing a stake of 10 shares — an estimated $251 sold.

Global Financial Private Client first reported a position in ALGM in Q4 2024 and held it in 2 quarters. The position peaked at $251 in Q1 2025. 273 funds tracked by Wall St. Rank hold ALGM as of Q2 2025.

  • Global Financial Private Client reported no remaining Allegro MicroSystems position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 10 Allegro MicroSystems shares in Q2 2025, an estimated $251.
  • Global Financial Private Client first reported a position in Allegro MicroSystems in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Allegro MicroSystems position peaked at $251 in Q1 2025.
  • 273 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.