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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
Q2 		– Sell
-98
Closed -$3.09K – 506
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 $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

Root Financial Partners's ALGM Position: Q2 2026 in Review

Root Financial Partners sold out of Allegro MicroSystems (ALGM) in Q2 2026, closing a stake of 98 shares — an estimated $3.09K sold.

Root Financial Partners first reported a position in ALGM in Q3 2025 and held it in 3 quarters. The position peaked at $3.09K in Q1 2026. 375 funds tracked by Wall St. Rank hold ALGM as of Q2 2026.

  • Root Financial Partners reported no remaining Allegro MicroSystems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 98 Allegro MicroSystems shares in Q2 2026, an estimated $3.09K.
  • Root Financial Partners first reported a position in Allegro MicroSystems in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Allegro MicroSystems position peaked at $3.09K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.