AWE
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Avidian Wealth Enterprises’s Allstate ALL Stock Holding History

Avidian Wealth Enterprises’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
Q2 		$810K Buy
3,403
+151
+5% +$32.8K 0.02% 367
2026
Q1 		$674K Buy
3,252
+132
+4% +$27.1K 0.02% 376
2025
Q4 		$650K Sell
3,120
-56
-2% -$11.5K 0.02% 312
2025
Q3 		$682K Sell
3,176
-310
-9% -$62.6K 0.03% 298
2025
Q2 		$702K Sell
3,486
-66
-2% -$13.2K 0.03% 261
2025
Q1 		$735K Buy
3,552
+59
+2% +$11.5K 0.03% 235
2024
Q4 		$673K Sell
3,493
-1,980
-36% -$384K 0.03% 244
2024
Q3 		$1.04M Buy
5,473
+247
+5% +$43.9K 0.05% 185
2024
Q2 		$834K Buy
5,226
+423
+9% +$70.6K 0.03% 206
2024
Q1 		$831K Buy
4,803
+847
+21% +$134K 0.04% 190
2023
Q4 		$554K Buy
3,956
+444
+13% +$57.9K 0.03% 245
2023
Q3 		$391K Buy
3,512
+235
+7% +$25.6K 0.03% 285
2023
Q2 		$357K Sell
3,277
-894
-21% -$101K 0.02% 316
2023
Q1 		$462K Buy
4,171
+295
+8% +$37.3K 0.03% 305
2022
Q4 		$526K Buy
3,876
+838
+28% +$110K 0.03% 268
2022
Q3 		$378K Sell
3,038
-509
-14% -$63.2K 0.03% 276
2022
Q2 		$450K Sell
3,547
-78
-2% -$10.2K 0.03% 286
2022
Q1 		$502K Buy
3,625
+174
+5% +$21.8K 0.03% 303
2021
Q4 		$406K Buy
+3,451
New +$408K 0.03% 338

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Avidian Wealth Enterprises's ALL Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Allstate (ALL) stake by 4.6% in Q2 2026, buying an estimated $32.8K and bringing the position to 3,403 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #367.

Avidian Wealth Enterprises first reported a position in ALL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q3 2024. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Avidian Wealth Enterprises held 3,403 shares of Allstate worth $810K as of Q2 2026.
  • Avidian Wealth Enterprises bought 151 Allstate shares in Q2 2026, an estimated $32.8K.
  • Allstate made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #367 holding.
  • Avidian Wealth Enterprises first reported a position in Allstate in Q4 2021 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Allstate position peaked at $1.04M in Q3 2024.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.