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
Q3 		$810K Buy
3,653
+250
+7% +$63.4K 0.02% 371
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Avidian Wealth Enterprises's ALL Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Allstate (ALL) stake by 7.3% in Q3 2026, buying an estimated $63.4K and bringing the position to 3,653 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #371.

Avidian Wealth Enterprises first reported a position in ALL in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q3 2024. 48 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Avidian Wealth Enterprises held 3,653 shares of Allstate worth $810K as of Q3 2026.
  • Avidian Wealth Enterprises bought 250 Allstate shares in Q3 2026, an estimated $63.4K.
  • Allstate made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #371 holding.
  • Avidian Wealth Enterprises first reported a position in Allstate in Q4 2021 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's Allstate position peaked at $1.04M in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

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