Mount Yale Investment Advisors’s Allegro MicroSystems ALGM Stock Holding History

Mount Yale Investment 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
2026 Q1	$242K	Buy	+7,690	New	+$265K	0.01%	984

Other funds holding ALGM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's ALGM Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Allegro MicroSystems (ALGM) in Q1 2026: 7,690 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #984 among its holdings.

320 funds tracked by Wall St. Rank hold ALGM as of Q1 2026.

Mount Yale Investment Advisors held 7,690 shares of Allegro MicroSystems worth $242K as of Q1 2026.
Allegro MicroSystems was a new Mount Yale Investment Advisors position in Q1 2026.
Allegro MicroSystems made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #984 holding.
320 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.