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James T. Borello RIA’s Allegro MicroSystems ALGM Stock Holding History

James T. Borello RIA’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 		$364 Sell
10
-4
-29% -$168 ﹤0.01% 1071
2026
Q2 		$975 Sell
14
-27
-66% -$1.26K ﹤0.01% 1020
2026
Q1 		$1.29K Buy
+41
New +$1.41K ﹤0.01% 975

Other funds holding ALGM

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

James T. Borello RIA's ALGM Position: Q3 2026 in Review

James T. Borello RIA reduced its Allegro MicroSystems (ALGM) stake by 29% in Q3 2026, selling an estimated $168 and leaving 10 shares worth $364. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

James T. Borello RIA first reported a position in ALGM in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.29K in Q1 2026. 28 funds tracked by Wall St. Rank hold ALGM as of Q3 2026.

  • James T. Borello RIA held 10 shares of Allegro MicroSystems worth $364 as of Q3 2026.
  • James T. Borello RIA sold 4 Allegro MicroSystems shares in Q3 2026, an estimated $168.
  • Allegro MicroSystems made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1071 holding.
  • James T. Borello RIA first reported a position in Allegro MicroSystems in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Allegro MicroSystems position peaked at $1.29K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.