HCR Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.37M | Sell |
9,969
-11
| -0.1% | -$2.39K | 0.21% | 74 |
|
|
2026
Q1 | $2.07M | Sell |
9,980
-88
| -0.9% | -$18K | 0.21% | 72 |
|
|
2025
Q4 | $2.1M | Buy |
10,068
+153
| +2% | +$31.3K | 0.21% | 73 |
|
|
2025
Q3 | $2.08M | Sell |
9,915
-2
| -0% | -$404 | 0.22% | 70 |
|
|
2025
Q2 | $2M | Hold |
9,917
| – | – | 0.24% | 67 |
|
|
2025
Q1 | $2.05M | Sell |
9,917
-2
| -0% | -$389 | 0.27% | 62 |
|
|
2024
Q4 | $1.91M | Hold |
9,919
| – | – | 0.24% | 67 |
|
|
2024
Q3 | $1.88M | Hold |
9,919
| – | – | 0.25% | 64 |
|
|
2024
Q2 | $1.58M | Hold |
9,919
| – | – | 0.23% | 68 |
|
|
2024
Q1 | $1.72M | Hold |
9,919
| – | – | 0.26% | 67 |
|
|
2023
Q4 | $1.39M | Sell |
9,919
-41
| -0.4% | -$5.35K | 0.22% | 73 |
|
|
2023
Q3 | $1.11M | Hold |
9,960
| – | – | 0.24% | 73 |
|
|
2023
Q2 | $1.09M | Hold |
9,960
| – | – | 0.2% | 79 |
|
|
2023
Q1 | $1.11M | Hold |
9,960
| – | – | 0.22% | 76 |
|
|
2022
Q4 | $1.36M | Hold |
9,960
| – | – | 0.29% | 72 |
|
|
2022
Q3 | $1.25M | Hold |
9,960
| – | – | 0.27% | 73 |
|
|
2022
Q2 | $1.27M | Hold |
9,960
| – | – | 0.26% | 74 |
|
|
2022
Q1 | $1.38M | Hold |
9,960
| – | – | 0.23% | 76 |
|
|
2021
Q4 | $1.17M | Hold |
9,960
| – | – | 0.18% | 94 |
|
|
2021
Q3 | $1.27M | Hold |
9,960
| – | – | 0.21% | 90 |
|
|
2021
Q2 | $1.3M | Hold |
9,960
| – | – | 0.23% | 87 |
|
|
2021
Q1 | $1.14M | Hold |
9,960
| – | – | 0.23% | 87 |
|
|
2020
Q4 | $1.09M | Hold |
9,960
| – | – | 0.23% | 86 |
|
|
2020
Q3 | $938K | Hold |
9,960
| – | – | 0.21% | 80 |
|
|
2020
Q2 | $951K | Sell |
9,960
-242
| -2% | -$23.8K | 0.22% | 72 |
|
|
2020
Q1 | $936K | Sell |
10,202
-2,500
| -20% | -$272K | 0.27% | 65 |
|
|
2019
Q4 | $1.43M | Hold |
12,702
| – | – | 0.35% | 54 |
|
|
2019
Q3 | $1.38M | Hold |
12,702
| – | – | 0.46% | 51 |
|
|
2019
Q2 | $1.29M | Hold |
12,702
| – | – | 0.37% | 52 |
|
|
2019
Q1 | $1.2M | Hold |
12,702
| – | – | 0.34% | 59 |
|
|
2018
Q4 | $1.05M | Hold |
12,702
| – | – | 0.34% | 63 |
|
|
2018
Q3 | $1.22M | Hold |
12,702
| – | – | 0.4% | 59 |
|
|
2018
Q2 | $1.16M | Hold |
12,702
| – | – | 0.38% | 64 |
|
|
2018
Q1 | $1.2M | Hold |
12,702
| – | – | 0.42% | 58 |
|
|
2017
Q4 | $1.33M | Buy |
12,702
+192
| +2% | +$18.9K | 0.46% | 48 |
|
|
2017
Q3 | $1.15M | Buy |
+12,510
| New | +$1.14M | 0.48% | 51 |
|
|
2017
Q2 | – | Sell |
-12,510
| Closed | -$1.02M | – | 142 |
|
|
2017
Q1 | $1.02M | Sell |
12,510
-57
| -0.5% | -$4.49K | 0.52% | 46 |
|
|
2016
Q4 | $931K | Buy |
+12,567
| New | +$885K | 0.49% | 43 |
|
Other funds holding ALL
HCR Wealth Advisors's ALL Position: Q2 2026 in Review
HCR Wealth Advisors reduced its Allstate (ALL) stake by 0.11% in Q2 2026, selling an estimated $2.39K and leaving 9,969 shares worth $2.37M. The position accounts for 0.21% of the portfolio, ranked #74.
HCR Wealth Advisors first reported a position in ALL in Q4 2016 and has held it in 38 quarters since. 1,755 funds tracked by Wall St. Rank hold ALL as of Q2 2026.
- HCR Wealth Advisors held 9,969 shares of Allstate worth $2.37M as of Q2 2026.
- HCR Wealth Advisors sold 11 Allstate shares in Q2 2026, an estimated $2.39K.
- Allstate made up 0.21% of HCR Wealth Advisors's portfolio in Q2 2026, its #74 holding.
- HCR Wealth Advisors first reported a position in Allstate in Q4 2016 and has held it in 38 quarters since.
- 1,755 funds tracked by Wall St. Rank held Allstate as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.