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Root Financial Partners’s Allegro MicroSystems ALGM Stock Holding History

Root Financial Partners’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 		$3.09K Buy
98
+56
+133% +$1.93K ﹤0.01% 2144
2025
Q4 		$1.11K Hold
42
– – ﹤0.01% 2085
2025
Q3 		$1.23K Buy
+42
New +$1.36K ﹤0.01% 2027

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's ALGM Position: Q1 2026 in Review

Root Financial Partners increased its Allegro MicroSystems (ALGM) stake by 133% in Q1 2026, buying an estimated $1.93K and bringing the position to 98 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Root Financial Partners first reported a position in ALGM in Q3 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold ALGM as of Q1 2026.

  • Root Financial Partners held 98 shares of Allegro MicroSystems worth $3.09K as of Q1 2026.
  • Root Financial Partners bought 56 Allegro MicroSystems shares in Q1 2026, an estimated $1.93K.
  • Allegro MicroSystems made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2144 holding.
  • Root Financial Partners first reported a position in Allegro MicroSystems in Q3 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.