LPL Financial
ALLO icon

LPL Financial’s Allogene Therapeutics ALLO Stock Holding History

LPL Financial’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
Q1 		$420K Buy
172,250
+1,500
+0.9% +$3.01K ﹤0.01% 4918
2025
Q4 		$234K Sell
170,750
-6,750
-4% -$8.9K ﹤0.01% 5347
2025
Q3 		$220K Buy
177,500
+3,537
+2% +$4.22K ﹤0.01% 5284
2025
Q2 		$197K Buy
173,963
+2,250
+1% +$2.99K ﹤0.01% 5096
2025
Q1 		$251K Buy
171,713
+21,300
+14% +$40.2K ﹤0.01% 4700
2024
Q4 		$320K Sell
150,413
-1,487
-1% -$3.67K ﹤0.01% 4472
2024
Q3 		$425K Buy
151,900
+26,325
+21% +$70.2K ﹤0.01% 4134
2024
Q2 		$293K Buy
125,575
+42,455
+51% +$125K ﹤0.01% 4283
2024
Q1 		$372K Buy
83,120
+7,700
+10% +$32.1K ﹤0.01% 4031
2023
Q4 		$242K Buy
75,420
+37,413
+98% +$106K ﹤0.01% 4250
2023
Q3 		$120K Buy
38,007
+17,157
+82% +$75.2K ﹤0.01% 4380
2023
Q2 		$104K Buy
+20,850
New +$113K ﹤0.01% 4313

Other funds holding ALLO

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return