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Whalen Wealth Management’s Allegro MicroSystems ALGM Stock Holding History

Whalen 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
Q3 		$297K Buy
8,166
+1,767
+28% +$74K 0.13% 165
2026
Q2 		$445K Buy
+6,399
New +$299K 0.2% 123

Other funds holding ALGM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Whalen Wealth Management's ALGM Position: Q3 2026 in Review

Whalen Wealth Management increased its Allegro MicroSystems (ALGM) stake by 28% in Q3 2026, buying an estimated $74K and bringing the position to 8,166 shares worth $297K. The position accounts for 0.13% of the portfolio, ranked #165.

Whalen Wealth Management first reported a position in ALGM in Q2 2026 and has held it in 2 quarters since. The position peaked at $445K in Q2 2026. 15 funds tracked by Wall St. Rank hold ALGM as of Q3 2026.

  • Whalen Wealth Management held 8,166 shares of Allegro MicroSystems worth $297K as of Q3 2026.
  • Whalen Wealth Management bought 1,767 Allegro MicroSystems shares in Q3 2026, an estimated $74K.
  • Allegro MicroSystems made up 0.13% of Whalen Wealth Management's portfolio in Q3 2026, its #165 holding.
  • Whalen Wealth Management first reported a position in Allegro MicroSystems in Q2 2026 and has held it in 2 quarters since.
  • Whalen Wealth Management's Allegro MicroSystems position peaked at $445K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.