IWA
ALL icon

Icon Wealth Advisors’s Allstate ALL Stock Holding History

Icon 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
2026
Q2 		$395K Buy
1,662
+1
+0.1% +$217 0.02% 302
2026
Q1 		$353K Buy
1,661
+7
+0.4% +$1.44K 0.02% 296
2025
Q4 		$344K Buy
1,654
+19
+1% +$3.89K 0.02% 297
2025
Q3 		$351K Sell
1,635
-412
-20% -$83.1K 0.02% 297
2025
Q2 		$412K Sell
2,047
-286
-12% -$57.1K 0.03% 271
2025
Q1 		$483K Sell
2,333
-10
-0.4% -$1.95K 0.04% 222
2024
Q4 		$452K Hold
2,343
– – 0.04% 228
2024
Q3 		$444K Buy
2,343
+645
+38% +$115K 0.04% 222
2024
Q2 		$291K Sell
1,698
-285
-14% -$47.5K 0.03% 287
2024
Q1 		$343K Buy
+1,983
New +$313K 0.03% 258
2022
Q4 		$249K Sell
1,834
-4
-0.2% -$523 0.03% 279
2022
Q3 		$229K Buy
+1,838
New +$228K 0.03% 276

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

Icon Wealth Advisors's ALL Position: Q2 2026 in Review

Icon Wealth Advisors increased its Allstate (ALL) stake by 0.06% in Q2 2026, buying an estimated $217 and bringing the position to 1,662 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #302.

Icon Wealth Advisors first reported a position in ALL in Q3 2022 and has held it in 12 quarters since. The position peaked at $483K in Q1 2025. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Icon Wealth Advisors held 1,662 shares of Allstate worth $395K as of Q2 2026.
  • Icon Wealth Advisors bought 1 Allstate share in Q2 2026, an estimated $217.
  • Allstate made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #302 holding.
  • Icon Wealth Advisors first reported a position in Allstate in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's Allstate position peaked at $483K in Q1 2025.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.