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Heritage Wealth Management (Ohio)’s Allstate ALL Stock Holding History

Heritage Wealth Management (Ohio)’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 		$4.35M Sell
18,268
-131
-0.7% -$28.5K 1.08% 15
2026
Q1 		$3.81M Sell
18,399
-10
-0.1% -$2.05K 1.89% 8
2025
Q4 		$3.83M Sell
18,409
-10
-0.1% -$2.05K 1.07% 16
2025
Q3 		$3.95M Hold
18,419
– – 1.16% 13
2025
Q2 		$3.71M Sell
18,419
-401
-2% -$80K 1.2% 14
2025
Q1 		$3.9M Sell
18,820
-880
-4% -$171K 1.33% 14
2024
Q4 		$3.8M Sell
19,700
-414
-2% -$80.4K 1.26% 12
2024
Q3 		$3.81M Sell
20,114
-264
-1% -$46.9K 1.25% 12
2024
Q2 		$3.23M Buy
+20,378
New +$3.4M 1.08% 18

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s ALL Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Allstate (ALL) stake by 0.71% in Q2 2026, selling an estimated $28.5K and leaving 18,268 shares worth $4.35M. The position accounts for 1.08% of the portfolio, ranked #15.

Heritage Wealth Management (Ohio) first reported a position in ALL in Q2 2024 and has held it in 9 quarters since. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 18,268 shares of Allstate worth $4.35M as of Q2 2026.
  • Heritage Wealth Management (Ohio) sold 131 Allstate shares in Q2 2026, an estimated $28.5K.
  • Allstate made up 1.08% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #15 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Allstate in Q2 2024 and has held it in 9 quarters since.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.