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Berry Wealth Group’s Allstate ALL Stock Holding History

Berry Wealth Group’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
2025
Q3 		– Sell
-1,661
Closed -$334K – 32
2025
Q2 		$334K Buy
1,661
+74
+5% +$14.8K 0.23% 61
2025
Q1 		$329K Buy
1,587
+13
+0.8% +$2.53K 0.26% 56
2024
Q4 		$303K Buy
1,574
+35
+2% +$6.79K 0.22% 59
2024
Q3 		$292K Sell
1,539
-46
-3% -$8.17K 0.21% 61
2024
Q2 		$253K Buy
1,585
+128
+9% +$21.4K 0.2% 60
2024
Q1 		$252K Sell
1,457
-629
-30% -$99.3K 0.21% 63
2023
Q4 		$292K Buy
+2,086
New +$272K 0.27% 50

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berry Wealth Group's ALL Position: Q3 2025 in Review

Berry Wealth Group sold out of Allstate (ALL) in Q3 2025, closing a stake of 1,661 shares — an estimated $334K sold.

Berry Wealth Group first reported a position in ALL in Q4 2023 and held it in 7 quarters. The position peaked at $334K in Q2 2025. 1,619 funds tracked by Wall St. Rank hold ALL as of Q3 2025.

  • Berry Wealth Group reported no remaining Allstate position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 1,661 Allstate shares in Q3 2025, an estimated $334K.
  • Berry Wealth Group first reported a position in Allstate in Q4 2023 and held it in 7 quarters.
  • Berry Wealth Group's Allstate position peaked at $334K in Q2 2025.
  • 1,619 funds tracked by Wall St. Rank held Allstate as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.