MWA
ALL icon

Meridian Wealth Advisors’s Allstate ALL Stock Holding History

Meridian 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 		$5.24M Sell
25,288
-1,571
-6% -$322K 0.69% 37
2025
Q4 		$5.59M Sell
26,859
-1,145
-4% -$234K 0.77% 40
2025
Q3 		$6.01M Buy
28,004
+101
+0.4% +$20.4K 0.85% 31
2025
Q2 		$5.62M Sell
27,903
-6,071
-18% -$1.21M 0.89% 31
2025
Q1 		$7.03M Buy
33,974
+515
+2% +$100K 1.19% 21
2024
Q4 		$6.45M Buy
33,459
+362
+1% +$70.3K 1.06% 25
2024
Q3 		$6.28M Buy
33,097
+1,067
+3% +$189K 1.05% 23
2024
Q2 		$5.11M Buy
32,030
+111
+0.3% +$18.5K 0.91% 29
2024
Q1 		$5.52M Buy
31,919
+2,126
+7% +$336K 1.04% 27
2023
Q4 		$4.17M Buy
29,793
+1,089
+4% +$142K 0.91% 33
2023
Q3 		$3.2M Sell
28,704
-520
-2% -$56.7K 0.8% 36
2023
Q2 		$3.19M Buy
29,224
+288
+1% +$32.7K 0.77% 35
2023
Q1 		$3.21M Buy
28,936
+643
+2% +$81.3K 0.8% 32
2022
Q4 		$3.84M Buy
28,293
+2,592
+10% +$339K 0.99% 26
2022
Q3 		$3.2M Sell
25,701
-42
-0.2% -$5.22K 0.9% 25
2022
Q2 		$3.26M Buy
25,743
+3,218
+14% +$422K 0.87% 27
2022
Q1 		$3.12M Buy
22,525
+1,623
+8% +$204K 0.72% 32
2021
Q4 		$2.46M Buy
20,902
+1,824
+10% +$216K 0.6% 45
2021
Q3 		$2.43M Buy
19,078
+750
+4% +$99.1K 0.68% 32
2021
Q2 		$2.39M Buy
18,328
+696
+4% +$89.9K 0.68% 32
2021
Q1 		$2.03M Buy
17,632
+5,193
+42% +$572K 0.67% 32
2020
Q4 		$1.37M Buy
12,439
+3,117
+33% +$306K 0.5% 48
2020
Q3 		$878K Buy
9,322
+1,010
+12% +$94.2K 0.38% 59
2020
Q2 		$806K Buy
8,312
+647
+8% +$63.6K 0.37% 59
2020
Q1 		$703K Sell
7,665
-206
-3% -$22.4K 0.39% 53
2019
Q4 		$885K Sell
7,871
-860
-10% -$93.9K 0.35% 54
2019
Q3 		$949K Sell
8,731
-455
-5% -$47.5K 0.41% 52
2019
Q2 		$961K Buy
9,186
+256
+3% +$25K 0.67% 33
2019
Q1 		$841K Buy
8,930
+770
+9% +$69.6K 0.61% 35
2018
Q4 		$674K Buy
+8,160
New +$733K 0.52% 39

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

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

Meridian Wealth Advisors reduced its Allstate (ALL) stake by 5.8% in Q1 2026, selling an estimated $322K and leaving 25,288 shares worth $5.24M. The position accounts for 0.69% of the portfolio, ranked #37.

Meridian Wealth Advisors first reported a position in ALL in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.03M in Q1 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Meridian Wealth Advisors held 25,288 shares of Allstate worth $5.24M as of Q1 2026.
  • Meridian Wealth Advisors sold 1,571 Allstate shares in Q1 2026, an estimated $322K.
  • Allstate made up 0.69% of Meridian Wealth Advisors's portfolio in Q1 2026, its #37 holding.
  • Meridian Wealth Advisors first reported a position in Allstate in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's Allstate position peaked at $7.03M in Q1 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.