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Holos Integrated Wealth’s Allstate ALL Stock Holding History

Holos Integrated Wealth’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 		$20.1K Sell
80
-7
-8% -$1.52K 0.01% 208
2026
Q1 		$18.3K Buy
87
+7
+9% +$1.44K 0.01% 214
2025
Q4 		$16.3K Hold
80
– – 0.01% 174
2025
Q3 		$16.5K Hold
80
– – 0.01% 166
2025
Q2 		$16.5K Hold
80
– – 0.01% 164
2025
Q1 		$16.6K Hold
80
– – 0.01% 168
2024
Q4 		$15.4K Buy
+80
New +$15.5K 0.01% 169

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Holos Integrated Wealth's ALL Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Allstate (ALL) stake by 8% in Q2 2026, selling an estimated $1.52K and leaving 80 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #208.

Holos Integrated Wealth first reported a position in ALL in Q4 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Holos Integrated Wealth held 80 shares of Allstate worth $20.1K as of Q2 2026.
  • Holos Integrated Wealth sold 7 Allstate shares in Q2 2026, an estimated $1.52K.
  • Allstate made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #208 holding.
  • Holos Integrated Wealth first reported a position in Allstate in Q4 2024 and has held it in 7 quarters since.
  • 514 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.