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Curated Wealth Partners’s Allstate ALL Stock Holding History

Curated Wealth Partners’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
2024
Q2 		– Sell
-6,789
Closed -$1.17M – 143
2024
Q1 		$1.17M Buy
+6,789
New +$1.07M 0.17% 38

Other funds holding ALL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Curated Wealth Partners's ALL Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Allstate (ALL) in Q2 2026: 445,796 shares worth $612K. The stake represents 0.08% of the portfolio and ranks #230 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in ALL as recently as Q3 2024.

Curated Wealth Partners first reported a position in ALL in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2024. 422 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Curated Wealth Partners held 445,796 shares of Allstate worth $612K as of Q2 2026.
  • Allstate was a new Curated Wealth Partners position in Q2 2026.
  • Allstate made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #230 holding.
  • Curated Wealth Partners first reported a position in Allstate in Q3 2023 and has held it in 5 quarters since.
  • Curated Wealth Partners's Allstate position peaked at $1.09M in Q2 2024.
  • 422 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.