Sage Mountain Advisors’s Allegion ALLE Stock Holding History

Sage Mountain Advisors’s Portfolio ALLE Stock Details ALLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,590	Closed	-$282K	–	561
2025 Q3	$282K	Buy	+1,590	New	+$263K	0.02%	380

Other funds holding ALLE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Sage Mountain Advisors's ALLE Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Allegion (ALLE) in Q4 2025, closing a stake of 1,590 shares — an estimated $282K sold.

Sage Mountain Advisors first reported a position in ALLE in Q3 2025 and held it in 1 quarter. The position peaked at $282K in Q3 2025. 803 funds tracked by Wall St. Rank hold ALLE as of Q4 2025.

Sage Mountain Advisors reported no remaining Allegion position as of Q4 2025 after selling out during the quarter.
Sage Mountain Advisors sold 1,590 Allegion shares in Q4 2025, an estimated $282K.
Sage Mountain Advisors first reported a position in Allegion in Q3 2025 and held it in 1 quarter.
Sage Mountain Advisors's Allegion position peaked at $282K in Q3 2025.
803 funds tracked by Wall St. Rank held Allegion as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.