Legacy Wealth Advisors’s Allegion ALLE Stock Holding History

Legacy Wealth Advisors’s Portfolio ALLE Stock Details ALLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,383	Closed	-$220K	–	110
2025 Q4	$220K	Buy	+1,383	New	+$231K	0.15%	78

Other funds holding ALLE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Legacy Wealth Advisors's ALLE Position: Q1 2026 in Review

Legacy Wealth Advisors sold out of Allegion (ALLE) in Q1 2026, closing a stake of 1,383 shares — an estimated $220K sold.

Legacy Wealth Advisors first reported a position in ALLE in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 762 funds tracked by Wall St. Rank hold ALLE as of Q1 2026.

Legacy Wealth Advisors reported no remaining Allegion position as of Q1 2026 after selling out during the quarter.
Legacy Wealth Advisors sold 1,383 Allegion shares in Q1 2026, an estimated $220K.
Legacy Wealth Advisors first reported a position in Allegion in Q4 2025 and held it in 1 quarter.
Legacy Wealth Advisors's Allegion position peaked at $220K in Q4 2025.
762 funds tracked by Wall St. Rank held Allegion as of Q1 2026.

Based on Legacy Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.