Connecticut Wealth Management’s Allstate ALL Stock Holding History

Connecticut Wealth Management’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	$372K	Buy	1,565 +383	+32%	+$83.2K	0.01%	270
2026 Q1	$245K	Buy	1,182 +33	+3%	+$6.76K	0.01%	302
2025 Q4	$239K	Hold	1,149	–	–	0.01%	292
2025 Q3	$247K	Hold	1,149	–	–	0.01%	294
2025 Q2	$231K	Hold	1,149	–	–	0.01%	287
2025 Q1	$238K	Sell	1,149 -9	-0.8%	-$1.75K	0.01%	274
2024 Q4	$223K	Buy	1,158 +10	+0.9%	+$1.94K	0.01%	251
2024 Q3	$218K	Buy	+1,148	New	+$204K	0.01%	307

Other funds holding ALL

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Connecticut Wealth Management's ALL Position: Q2 2026 in Review

Connecticut Wealth Management increased its Allstate (ALL) stake by 32% in Q2 2026, buying an estimated $83.2K and bringing the position to 1,565 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #270.

Connecticut Wealth Management first reported a position in ALL in Q3 2024 and has held it in 8 quarters since. 954 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Connecticut Wealth Management held 1,565 shares of Allstate worth $372K as of Q2 2026.
Connecticut Wealth Management bought 383 Allstate shares in Q2 2026, an estimated $83.2K.
Allstate made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #270 holding.
Connecticut Wealth Management first reported a position in Allstate in Q3 2024 and has held it in 8 quarters since.
954 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.