MWM
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Mindset Wealth Management’s Allstate ALL Stock Holding History

Mindset Wealth Management’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 		$456K Hold
2,200
– – 0.12% 95
2025
Q4 		$458K Buy
2,200
+100
+5% +$20.5K 0.12% 93
2025
Q3 		$451K Hold
2,100
– – 0.12% 91
2025
Q2 		$423K Buy
2,100
+300
+17% +$59.9K 0.14% 83
2025
Q1 		$373K Hold
1,800
– – 0.15% 85
2024
Q4 		$347K Hold
1,800
– – 0.13% 89
2024
Q3 		$341K Buy
+1,800
New +$320K 0.14% 85

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

Mindset Wealth Management's ALL Position: Q1 2026 in Review

Mindset Wealth Management held its Allstate (ALL) position steady in Q1 2026 at 2,200 shares worth $456K. The position accounts for 0.12% of the portfolio, ranked #95.

Mindset Wealth Management first reported a position in ALL in Q3 2024 and has held it in 7 quarters since. The position peaked at $458K in Q4 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Mindset Wealth Management held 2,200 shares of Allstate worth $456K as of Q1 2026.
  • Mindset Wealth Management left its Allstate share count unchanged in Q1 2026.
  • Allstate made up 0.12% of Mindset Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Mindset Wealth Management first reported a position in Allstate in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Allstate position peaked at $458K in Q4 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.