Private Wealth Management Group’s Allegro MicroSystems ALGM Stock Holding History

Private Wealth Management Group’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
2025 Q2	–	Sell	-25	Closed	-$629	–	1496
2025 Q1	$629	Hold	25	–	–	﹤0.01%	1354
2024 Q4	$547	Sell	25 -64	-72%	-$1.36K	﹤0.01%	1431
2024 Q3	$2.07K	Buy	89 +42	+89%	+$1.06K	﹤0.01%	1052
2024 Q2	$1.33K	Hold	47	–	–	﹤0.01%	1195
2024 Q1	$1.27K	Hold	47	–	–	﹤0.01%	1166
2023 Q4	$1.42K	Buy	+47	New	+$1.34K	﹤0.01%	1128

Other funds holding ALGM

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Private Wealth Management Group's ALGM Position: Q2 2025 in Review

Private Wealth Management Group sold out of Allegro MicroSystems (ALGM) in Q2 2025, closing a stake of 25 shares — an estimated $629 sold.

Private Wealth Management Group first reported a position in ALGM in Q4 2023 and held it in 6 quarters. The position peaked at $2.07K in Q3 2024. 273 funds tracked by Wall St. Rank hold ALGM as of Q2 2025.

Private Wealth Management Group reported no remaining Allegro MicroSystems position as of Q2 2025 after selling out during the quarter.
Private Wealth Management Group sold 25 Allegro MicroSystems shares in Q2 2025, an estimated $629.
Private Wealth Management Group first reported a position in Allegro MicroSystems in Q4 2023 and held it in 6 quarters.
Private Wealth Management Group's Allegro MicroSystems position peaked at $2.07K in Q3 2024.
273 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.