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Summit Securities Group’s Allegro MicroSystems ALGM Stock Holding History

Summit Securities 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
Q3 		– Sell
-5,000
Closed -$171K – 997
2025
Q2 		$171K Buy
5,000
+1,000
+25% +$24.9K 0.03% 279
2025
Q1 		$101K Buy
4,000
+2,882
+258% +$71.9K 0.02% 235
2024
Q4 		$24.4K Buy
+1,118
New +$23.8K 0.01% 353

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's ALGM Position: Q3 2025 in Review

Summit Securities Group sold out of Allegro MicroSystems (ALGM) in Q3 2025, closing a stake of 5,000 shares — an estimated $171K sold.

Summit Securities Group first reported a position in ALGM in Q4 2024 and held it in 3 quarters. The position peaked at $171K in Q2 2025. 296 funds tracked by Wall St. Rank hold ALGM as of Q3 2025.

  • Summit Securities Group reported no remaining Allegro MicroSystems position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 5,000 Allegro MicroSystems shares in Q3 2025, an estimated $171K.
  • Summit Securities Group first reported a position in Allegro MicroSystems in Q4 2024 and held it in 3 quarters.
  • Summit Securities Group's Allegro MicroSystems position peaked at $171K in Q2 2025.
  • 296 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.