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Harold Davidson & Associates’s Allogene Therapeutics ALLO Stock Holding History

Harold Davidson & Associates’s Portfolio ALLO Stock Details ALLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$586K Sell
281,522
-7,700
-3% -$16.9K 0.25% 43
2026
Q1 		$706K Buy
289,222
+94,469
+49% +$189K 0.34% 44
2025
Q4 		$267K Sell
194,753
-100,679
-34% -$133K 0.12% 59
2025
Q3 		$366K Buy
295,432
+160,204
+118% +$191K 0.17% 56
2025
Q2 		$153K Sell
135,228
-117,122
-46% -$156K 0.1% 62
2025
Q1 		$368K Buy
252,350
+19,735
+8% +$37.2K 0.2% 50
2024
Q4 		$495K Buy
+232,615
New +$574K 0.24% 49

Other funds holding ALLO

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return

Harold Davidson & Associates's ALLO Position: Q2 2026 in Review

Harold Davidson & Associates reduced its Allogene Therapeutics (ALLO) stake by 2.7% in Q2 2026, selling an estimated $16.9K and leaving 281,522 shares worth $586K. The position accounts for 0.25% of the portfolio, ranked #43.

Harold Davidson & Associates first reported a position in ALLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $706K in Q1 2026. 37 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • Harold Davidson & Associates held 281,522 shares of Allogene Therapeutics worth $586K as of Q2 2026.
  • Harold Davidson & Associates sold 7,700 Allogene Therapeutics shares in Q2 2026, an estimated $16.9K.
  • Allogene Therapeutics made up 0.25% of Harold Davidson & Associates's portfolio in Q2 2026, its #43 holding.
  • Harold Davidson & Associates first reported a position in Allogene Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • Harold Davidson & Associates's Allogene Therapeutics position peaked at $706K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.