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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Icon Wealth Advisors's ALL Position: Q1 2026 in Review

Icon Wealth Advisors increased its Allstate (ALL) stake by 0.42% in Q1 2026, buying an estimated $1.44K and bringing the position to 1,661 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #296.

Icon Wealth Advisors first reported a position in ALL in Q3 2022 and has held it in 11 quarters since. The position peaked at $483K in Q1 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Icon Wealth Advisors held 1,661 shares of Allstate worth $353K as of Q1 2026.
Icon Wealth Advisors bought 7 Allstate shares in Q1 2026, an estimated $1.44K.
Allstate made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #296 holding.
Icon Wealth Advisors first reported a position in Allstate in Q3 2022 and has held it in 11 quarters since.
Icon Wealth Advisors's Allstate position peaked at $483K in Q1 2025.
1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.