NW
ALL icon

NewEdge Wealth’s Allstate ALL Stock Holding History

NewEdge Wealth’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 		$751K Sell
3,620
-4,483
-55% -$919K 0.01% 700
2025
Q4 		$1.69M Buy
8,103
+2,499
+45% +$512K 0.02% 498
2025
Q3 		$1.09M Buy
5,604
+69
+1% +$13.9K 0.02% 547
2025
Q2 		$1.13M Sell
5,535
-117
-2% -$23.3K 0.02% 502
2025
Q1 		$1.17M Buy
5,652
+3,562
+170% +$694K 0.02% 445
2024
Q4 		$403K Sell
2,090
-82
-4% -$15.9K 0.01% 688
2024
Q3 		$412K Buy
2,172
+269
+14% +$47.8K 0.01% 664
2024
Q2 		$304K Buy
1,903
+290
+18% +$48.4K 0.01% 639
2024
Q1 		$273K Buy
1,613
+46
+3% +$7.26K 0.01% 685
2023
Q4 		$219K Buy
+1,567
New +$204K 0.01% 690
2022
Q3 		– Sell
-43,415
Closed -$5.5M – 519
2022
Q2 		$5.5M Buy
43,415
+2,148
+5% +$281K 0.25% 100
2022
Q1 		$5.72M Buy
41,267
+27,297
+195% +$3.43M 0.25% 99
2021
Q4 		$1.64M Sell
13,970
-24,368
-64% -$2.88M 0.07% 188
2021
Q3 		$4.88M Buy
+38,338
New +$5.07M 0.29% 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

NewEdge Wealth's ALL Position: Q1 2026 in Review

NewEdge Wealth reduced its Allstate (ALL) stake by 55% in Q1 2026, selling an estimated $919K and leaving 3,620 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #700.

NewEdge Wealth first reported a position in ALL in Q3 2021 and has held it in 14 quarters since. The position peaked at $5.72M in Q1 2022. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • NewEdge Wealth held 3,620 shares of Allstate worth $751K as of Q1 2026.
  • NewEdge Wealth sold 4,483 Allstate shares in Q1 2026, an estimated $919K.
  • Allstate made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #700 holding.
  • NewEdge Wealth first reported a position in Allstate in Q3 2021 and has held it in 14 quarters since.
  • NewEdge Wealth's Allstate position peaked at $5.72M in Q1 2022.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.