Investment Partners’s Allstate ALL Stock Holding History

Investment Partners’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	$429K	Buy	2,068 +2	+0.1%	+$410	0.15%	115
2025 Q4	$430K	Sell	2,066 -154	-7%	-$31.5K	0.15%	111
2025 Q3	$477K	Buy	2,220 +2	+0.1%	+$404	0.17%	107
2025 Q2	$446K	Buy	2,218 +3	+0.1%	+$599	0.17%	105
2025 Q1	$459K	Buy	2,215 +2	+0.1%	+$389	0.19%	103
2024 Q4	$427K	Sell	2,213 -27	-1%	-$5.24K	0.18%	107
2024 Q3	$425K	Sell	2,240 -88	-4%	-$15.6K	0.18%	101
2024 Q2	$372K	Buy	2,328 +3	+0.1%	+$500	0.17%	109
2024 Q1	$402K	Buy	2,325 +3	+0.1%	+$474	0.18%	102
2023 Q4	$325K	Sell	2,322 -221	-9%	-$28.8K	0.16%	108
2023 Q3	$283K	Sell	2,543 -1,377	-35%	-$150K	0.15%	113
2023 Q2	$427K	Buy	3,920 +7	+0.2%	+$794	0.22%	95
2023 Q1	$434K	Buy	3,913 +6	+0.2%	+$758	0.23%	97
2022 Q4	$530K	Sell	3,907 -3,837	-50%	-$502K	0.28%	88
2022 Q3	$964K	Buy	7,744 +3,842	+98%	+$477K	0.29%	87
2022 Q2	$495K	Buy	3,902 +5	+0.1%	+$655	0.24%	88
2022 Q1	$540K	Buy	3,897 +6	+0.2%	+$753	0.23%	86
2021 Q4	$458K	Buy	3,891 +5	+0.1%	+$591	0.19%	96
2021 Q3	$495K	Sell	3,886 -42	-1%	-$5.55K	0.23%	86
2021 Q2	$512K	Buy	3,928 +7	+0.2%	+$904	0.23%	84
2021 Q1	$450K	Buy	3,921 +4	+0.1%	+$441	0.22%	85
2020 Q4	$431K	Buy	3,917 +5	+0.1%	+$491	0.23%	81
2020 Q3	$368K	Sell	3,912 -1,996	-34%	-$186K	0.22%	84
2020 Q2	$573K	Buy	5,908 +5	+0.1%	+$491	0.34%	70
2020 Q1	$541K	Sell	5,903 -247	-4%	-$26.9K	0.39%	65
2019 Q4	$692K	Buy	6,150 +4	+0.1%	+$437	0.47%	58
2019 Q3	$668K	Buy	6,146 +103	+2%	+$10.7K	0.49%	57
2019 Q2	$615K	Sell	6,043 -243	-4%	-$23.7K	0.44%	62
2019 Q1	$592K	Buy	6,286 +4	+0.1%	+$362	0.43%	66
2018 Q4	$519K	Buy	+6,282	New	+$564K	0.44%	64
2018 Q3	–	Sell	-6,277	Closed	-$573K	–	124
2018 Q2	$573K	Sell	6,277 -1,297	-17%	-$123K	0.43%	61
2018 Q1	$718K	Buy	7,574 +17	+0.2%	+$1.65K	0.53%	56
2017 Q4	$791K	Sell	7,557 -9	-0.1%	-$886	0.59%	55
2017 Q3	$695K	Buy	7,566 +3	+0%	+$273	0.6%	56
2017 Q2	$669K	Sell	7,563 -85	-1%	-$7.2K	0.61%	57
2017 Q1	$623K	Buy	7,648 +3	+0%	+$236	0.6%	60
2016 Q4	$567K	Sell	7,645 -5,394	-41%	-$380K	0.55%	62
2016 Q3	$902K	Buy	13,039 +5,252	+67%	+$362K	0.51%	67
2016 Q2	$545K	Sell	7,787 -2,084	-21%	-$140K	0.54%	66
2016 Q1	$613K	Buy	9,871 +2,701	+38%	+$170K	0.4%	75
2015 Q4	$445K	Sell	7,170 -296	-4%	-$18.4K	0.54%	65
2015 Q3	$435K	Sell	7,466 -496	-6%	-$31K	0.57%	63
2015 Q2	$516K	Buy	7,962 +3	+0%	+$206	0.62%	64
2015 Q1	$566K	Buy	7,959 +2	+0%	+$141	0.62%	60
2014 Q4	$561K	Buy	+7,957	New	+$524K	0.65%	59

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

Investment Partners's ALL Position: Q1 2026 in Review

Investment Partners increased its Allstate (ALL) stake by 0.1% in Q1 2026, buying an estimated $410 and bringing the position to 2,068 shares worth $429K. The position accounts for 0.15% of the portfolio, ranked #115.

Investment Partners first reported a position in ALL in Q4 2014 and has held it in 45 quarters since. The position peaked at $964K in Q3 2022. 1,679 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Investment Partners held 2,068 shares of Allstate worth $429K as of Q1 2026.
Investment Partners bought 2 Allstate shares in Q1 2026, an estimated $410.
Allstate made up 0.15% of Investment Partners's portfolio in Q1 2026, its #115 holding.
Investment Partners first reported a position in Allstate in Q4 2014 and has held it in 45 quarters since.
Investment Partners's Allstate position peaked at $964K in Q3 2022.
1,679 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.