SWM
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SHP Wealth Management’s Allegro MicroSystems ALGM Stock Holding History

SHP Wealth Management’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 		$4.11K Buy
59
+23
+64% +$1.08K ﹤0.01% 1204
2026
Q1 		$1.14K Buy
36
+24
+200% +$827 ﹤0.01% 1425
2025
Q4 		$317 Buy
+12
New +$330 ﹤0.01% 1425

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 $3.38T AUM 44.17% 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

SHP Wealth Management's ALGM Position: Q2 2026 in Review

SHP Wealth Management increased its Allegro MicroSystems (ALGM) stake by 64% in Q2 2026, buying an estimated $1.08K and bringing the position to 59 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

SHP Wealth Management 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.

  • SHP Wealth Management held 59 shares of Allegro MicroSystems worth $4.11K as of Q2 2026.
  • SHP Wealth Management bought 23 Allegro MicroSystems shares in Q2 2026, an estimated $1.08K.
  • Allegro MicroSystems made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1204 holding.
  • SHP Wealth Management 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 SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.