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Integrated Wealth Concepts’s Allegro MicroSystems ALGM Stock Holding History

Integrated Wealth Concepts’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
2026
Q1 		$548K Sell
17,391
-585
-3% -$20.2K ﹤0.01% 1481
2025
Q4 		$474K Buy
+17,976
New +$495K 0.01% 1123

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's ALGM Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its Allegro MicroSystems (ALGM) stake by 3.3% in Q1 2026, selling an estimated $20.2K and leaving 17,391 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Integrated Wealth Concepts first reported a position in ALGM in Q4 2025 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold ALGM as of Q1 2026.

  • Integrated Wealth Concepts held 17,391 shares of Allegro MicroSystems worth $548K as of Q1 2026.
  • Integrated Wealth Concepts sold 585 Allegro MicroSystems shares in Q1 2026, an estimated $20.2K.
  • Allegro MicroSystems made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1481 holding.
  • Integrated Wealth Concepts first reported a position in Allegro MicroSystems in Q4 2025 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.