LeClair Wealth Partners’s Allstate ALL Stock Holding History

LeClair Wealth 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	–	Sell	-1,601	Closed	-$333K	–	107
2025 Q4	$333K	Buy	1,601 +19	+1%	+$3.89K	0.19%	71
2025 Q3	$340K	Sell	1,582 -2,290	-59%	-$462K	0.21%	64
2025 Q2	$779K	Sell	3,872 -372	-9%	-$74.2K	0.53%	36
2025 Q1	$879K	Sell	4,244 -383	-8%	-$74.6K	0.63%	32
2024 Q4	$892K	Buy	+4,627	New	+$898K	0.59%	35

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

LeClair Wealth Partners's ALL Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Allstate (ALL) in Q1 2026, closing a stake of 1,601 shares — an estimated $333K sold.

LeClair Wealth Partners first reported a position in ALL in Q4 2024 and held it in 5 quarters. The position peaked at $892K in Q4 2024. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

LeClair Wealth Partners reported no remaining Allstate position as of Q1 2026 after selling out during the quarter.
LeClair Wealth Partners sold 1,601 Allstate shares in Q1 2026, an estimated $333K.
LeClair Wealth Partners first reported a position in Allstate in Q4 2024 and held it in 5 quarters.
LeClair Wealth Partners's Allstate position peaked at $892K in Q4 2024.
1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

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