Destination Wealth Management’s Allstate ALL Stock Holding History

Destination 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 Q1	$263K	Buy	1,269 +55	+5%	+$11.3K	0.01%	273
2025 Q4	$253K	Buy	1,214 +10	+0.8%	+$2.05K	0.01%	262
2025 Q3	$258K	Buy	1,204 +184	+18%	+$37.1K	0.01%	231
2025 Q2	$205K	Sell	1,020 -2	-0.2%	-$399	0.01%	243
2025 Q1	$212K	Buy	+1,022	New	+$199K	0.01%	229
2019 Q2	–	Sell	-20	Closed	-$2K	–	563
2019 Q1	$2K	Sell	20 -26	-57%	-$2.35K	﹤0.01%	583
2018 Q4	$4K	Hold	46	–	–	﹤0.01%	456
2018 Q3	$5K	Hold	46	–	–	﹤0.01%	511
2018 Q2	$4K	Hold	46	–	–	﹤0.01%	446
2018 Q1	$4K	Buy	+46	New	+$4.46K	﹤0.01%	462
2015 Q3	–	Sell	-3,244	Closed	-$210K	–	118
2015 Q2	$210K	Buy	+3,244	New	+$222K	0.01%	239

Other funds holding ALL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destination Wealth Management's ALL Position: Q1 2026 in Review

Destination Wealth Management increased its Allstate (ALL) stake by 4.5% in Q1 2026, buying an estimated $11.3K and bringing the position to 1,269 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #273.

Destination Wealth Management first reported a position in ALL in Q2 2015 and has held it in 11 quarters since. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Destination Wealth Management held 1,269 shares of Allstate worth $263K as of Q1 2026.
Destination Wealth Management bought 55 Allstate shares in Q1 2026, an estimated $11.3K.
Allstate made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #273 holding.
Destination Wealth Management first reported a position in Allstate in Q2 2015 and has held it in 11 quarters since.
1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.