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 Q3	$450K	Sell	281,434 -88	-0%	-$167	0.18%	49
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

Wildcat Capital Management New York $174M AUM 46.5% 1-Year Est. Return

Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Harold Davidson & Associates's ALLO Position: Q3 2026 in Review

Harold Davidson & Associates reduced its Allogene Therapeutics (ALLO) stake by 0.03% in Q3 2026, selling an estimated $167 and leaving 281,434 shares worth $450K. The position accounts for 0.18% of the portfolio, ranked #49.

Harold Davidson & Associates first reported a position in ALLO in Q4 2024 and has held it in 8 quarters since. The position peaked at $706K in Q1 2026. 40 funds tracked by Wall St. Rank hold ALLO as of Q3 2026.

Harold Davidson & Associates held 281,434 shares of Allogene Therapeutics worth $450K as of Q3 2026.
Harold Davidson & Associates sold 88 Allogene Therapeutics shares in Q3 2026, an estimated $167.
Allogene Therapeutics made up 0.18% of Harold Davidson & Associates's portfolio in Q3 2026, its #49 holding.
Harold Davidson & Associates first reported a position in Allogene Therapeutics in Q4 2024 and has held it in 8 quarters since.
Harold Davidson & Associates's Allogene Therapeutics position peaked at $706K in Q1 2026.
40 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.