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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
Q2 		$441K Sell
6,340
-1,350
-18% -$63.2K 0.01% 827
2026
Q1 		$242K Buy
+7,690
New +$265K 0.01% 984

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mount Yale Investment Advisors's ALGM Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Allegro MicroSystems (ALGM) stake by 18% in Q2 2026, selling an estimated $63.2K and leaving 6,340 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #827.

Mount Yale Investment Advisors first reported a position in ALGM in Q1 2026 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold ALGM as of Q2 2026.

  • Mount Yale Investment Advisors held 6,340 shares of Allegro MicroSystems worth $441K as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,350 Allegro MicroSystems shares in Q2 2026, an estimated $63.2K.
  • Allegro MicroSystems made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #827 holding.
  • Mount Yale Investment Advisors first reported a position in Allegro MicroSystems in Q1 2026 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.