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Principia Wealth Advisory’s Allegro MicroSystems ALGM Stock Holding History

Principia Wealth Advisory’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 		$1.39K Buy
20
+3
+18% +$140 ﹤0.01% 692
2026
Q1 		$536 Buy
17
+8
+89% +$276 ﹤0.01% 847
2025
Q4 		$237 Buy
+9
New +$248 ﹤0.01% 910

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 $3.37T AUM 44.26% 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

Principia Wealth Advisory's ALGM Position: Q2 2026 in Review

Principia Wealth Advisory increased its Allegro MicroSystems (ALGM) stake by 18% in Q2 2026, buying an estimated $140 and bringing the position to 20 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Principia Wealth Advisory first reported a position in ALGM in Q4 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold ALGM as of Q2 2026.

  • Principia Wealth Advisory held 20 shares of Allegro MicroSystems worth $1.39K as of Q2 2026.
  • Principia Wealth Advisory bought 3 Allegro MicroSystems shares in Q2 2026, an estimated $140.
  • Allegro MicroSystems made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #692 holding.
  • Principia Wealth Advisory first reported a position in Allegro MicroSystems in Q4 2025 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.