Alaethes Wealth’s Allstate ALL Stock Holding History

Alaethes Wealth’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$212K	Hold	1,015	–	–	0.06%	120
2025 Q4	$212K	Buy	1,015 +6	+0.6%	+$1.23K	0.06%	114
2025 Q3	$218K	Hold	1,009	–	–	0.06%	108
2025 Q2	$204K	Hold	1,009	–	–	0.06%	105
2025 Q1	$210K	Buy	+1,009	New	+$196K	0.08%	104
2024 Q3	–	Sell	-1,309	Closed	-$210K	–	113
2024 Q2	$210K	Hold	1,309	–	–	0.09%	107
2024 Q1	$228K	Buy	+1,309	New	+$207K	0.1%	108
2022 Q2	–	Sell	-1,300	Closed	-$180K	–	111
2022 Q1	$180K	Hold	1,300	–	–	0.11%	103
2021 Q4	$153K	Hold	1,300	–	–	0.1%	101
2021 Q3	$166K	Hold	1,300	–	–	0.12%	95
2021 Q2	$170K	Buy	+1,300	New	+$168K	0.13%	93

Other funds holding ALL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alaethes Wealth's ALL Position: Q1 2026 in Review

Alaethes Wealth held its Allstate (ALL) position steady in Q1 2026 at 1,015 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #120.

Alaethes Wealth first reported a position in ALL in Q2 2021 and has held it in 11 quarters since. The position peaked at $228K in Q1 2024. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Alaethes Wealth held 1,015 shares of Allstate worth $212K as of Q1 2026.
Alaethes Wealth left its Allstate share count unchanged in Q1 2026.
Allstate made up 0.06% of Alaethes Wealth's portfolio in Q1 2026, its #120 holding.
Alaethes Wealth first reported a position in Allstate in Q2 2021 and has held it in 11 quarters since.
Alaethes Wealth's Allstate position peaked at $228K in Q1 2024.
1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.