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Medallion Wealth Advisors’s Allstate ALL Stock Holding History

Medallion 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 		$25.7K Hold
124
– – 0.01% 602
2025
Q4 		$25.8K Hold
124
– – 0.01% 591
2025
Q3 		$26.6K Sell
124
-25
-17% -$5.04K 0.01% 583
2025
Q2 		$29.8K Sell
149
-13
-8% -$2.59K 0.01% 549
2025
Q1 		$33.6K Buy
162
+75
+86% +$14.6K 0.02% 495
2024
Q4 		$16.8K Buy
+87
New +$16.9K 0.01% 588

Other funds holding ALL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Medallion Wealth Advisors held its Allstate (ALL) position steady in Q1 2026 at 124 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #602.

Medallion Wealth Advisors first reported a position in ALL in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.6K in Q1 2025. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Medallion Wealth Advisors held 124 shares of Allstate worth $25.7K as of Q1 2026.
  • Medallion Wealth Advisors left its Allstate share count unchanged in Q1 2026.
  • Allstate made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #602 holding.
  • Medallion Wealth Advisors first reported a position in Allstate in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Allstate position peaked at $33.6K in Q1 2025.
  • 1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.