TWD
ALGM icon

True Wealth Design’s Allegro MicroSystems ALGM Stock Holding History

True Wealth Design’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
Q3 		$3.93K Buy
+108
New +$4.53K ﹤0.01% 1434
2025
Q4 		– Sell
-111
Closed -$3.24K – 2566
2025
Q3 		$3.24K Buy
+111
New +$3.59K ﹤0.01% 1274
2025
Q2 		– Sell
-5
Closed -$126 – 2573
2025
Q1 		$126 Buy
+5
New +$125 ﹤0.01% 2123
2023
Q4 		– Sell
-1
Closed -$32 – 781
2023
Q3 		$32 Buy
+1
New +$41 ﹤0.01% 763

Other funds holding ALGM

WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

True Wealth Design's ALGM Position: Q3 2026 in Review

True Wealth Design opened a new position in Allegro MicroSystems (ALGM) in Q3 2026: 108 shares worth $3.93K. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings. This is a return to the name: True Wealth Design previously reported a position in ALGM as recently as Q3 2025.

True Wealth Design first reported a position in ALGM in Q3 2023 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold ALGM as of Q3 2026.

  • True Wealth Design held 108 shares of Allegro MicroSystems worth $3.93K as of Q3 2026.
  • Allegro MicroSystems was a new True Wealth Design position in Q3 2026.
  • Allegro MicroSystems made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1434 holding.
  • True Wealth Design first reported a position in Allegro MicroSystems in Q3 2023 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.