Heartwood Wealth Advisors’s Allstate ALL Stock Holding History

Heartwood Wealth Advisors’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 Q4	–	Sell	-25	Closed	-$5.37K	–	223
2025 Q3	$5.37K	Buy	+25	New	+$5.04K	﹤0.01%	415

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heartwood Wealth Advisors's ALL Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Allstate (ALL) in Q4 2025, closing a stake of 25 shares — an estimated $5.37K sold.

Heartwood Wealth Advisors first reported a position in ALL in Q3 2025 and held it in 1 quarter. The position peaked at $5.37K in Q3 2025. 1,689 funds tracked by Wall St. Rank hold ALL as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Allstate position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 25 Allstate shares in Q4 2025, an estimated $5.37K.
Heartwood Wealth Advisors first reported a position in Allstate in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Allstate position peaked at $5.37K in Q3 2025.
1,689 funds tracked by Wall St. Rank held Allstate as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.