Mount Yale Investment Advisors’s Allstate ALL Stock Holding History

Mount Yale Investment 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	$4.02M	Buy	19,288 +10,936	+131%	+$2.24M	0.09%	220
2025 Q4	$1.75M	Buy	8,352 +3,169	+61%	+$649K	0.08%	214
2025 Q3	$1.12M	Buy	5,183 +1,908	+58%	+$385K	0.08%	258
2025 Q2	$659K	Buy	3,275 +350	+12%	+$69.8K	0.05%	284
2025 Q1	$606K	Buy	+2,925	New	+$570K	0.05%	287
2023 Q1	–	Sell	-1,979	Closed	-$268K	–	484
2022 Q4	$268K	Buy	1,979 +111	+6%	+$14.5K	0.03%	378
2022 Q3	$233K	Buy	+1,868	New	+$232K	0.03%	390
2019 Q1	–	Sell	-2,502	Closed	-$232K	–	313
2018 Q4	$232K	Sell	2,502 -313	-11%	-$28.1K	0.05%	281
2018 Q3	$260K	Sell	2,815 -8	-0.3%	-$780	0.05%	276
2018 Q2	$258K	Sell	2,823 -67,108	-96%	-$6.38M	0.05%	273
2018 Q1	$6.63M	Buy	+69,931	New	+$6.77M	1.42%	12

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

Mount Yale Investment Advisors's ALL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Allstate (ALL) stake by 131% in Q1 2026, buying an estimated $2.24M and bringing the position to 19,288 shares worth $4.02M. The position accounts for 0.09% of the portfolio, ranked #220.

Mount Yale Investment Advisors first reported a position in ALL in Q1 2018 and has held it in 11 quarters since. The position peaked at $6.63M in Q1 2018. 1,679 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Mount Yale Investment Advisors held 19,288 shares of Allstate worth $4.02M as of Q1 2026.
Mount Yale Investment Advisors bought 10,936 Allstate shares in Q1 2026, an estimated $2.24M.
Allstate made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #220 holding.
Mount Yale Investment Advisors first reported a position in Allstate in Q1 2018 and has held it in 11 quarters since.
Mount Yale Investment Advisors's Allstate position peaked at $6.63M in Q1 2018.
1,679 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.