HWA
ALGM icon

Heartwood Wealth Advisors’s Allegro MicroSystems ALGM Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-27
Closed -$788 – 221
2025
Q3 		$788 Buy
+27
New +$873 ﹤0.01% 567

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Heartwood Wealth Advisors's ALGM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Allegro MicroSystems (ALGM) in Q4 2025, closing a stake of 27 shares — an estimated $788 sold.

Heartwood Wealth Advisors first reported a position in ALGM in Q3 2025 and held it in 1 quarter. The position peaked at $788 in Q3 2025. 293 funds tracked by Wall St. Rank hold ALGM as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Allegro MicroSystems position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 27 Allegro MicroSystems shares in Q4 2025, an estimated $788.
  • Heartwood Wealth Advisors first reported a position in Allegro MicroSystems in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Allegro MicroSystems position peaked at $788 in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.