Nvest Wealth Strategies’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14K Buy
59
+5
+9% +$1.09K 0.01% 101
2026
Q1
$11.2K Buy
54
+4
+8% +$820 0.01% 112
2025
Q4
$10.4K Buy
+50
New +$10.2K 0.01% 114

Other funds holding ALL

Nvest Wealth Strategies's ALL Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Allstate (ALL) stake by 9.3% in Q2 2026, buying an estimated $1.09K and bringing the position to 59 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #101.

Nvest Wealth Strategies first reported a position in ALL in Q4 2025 and has held it in 3 quarters since. 1,071 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Nvest Wealth Strategies held 59 shares of Allstate worth $14K as of Q2 2026.
  • Nvest Wealth Strategies bought 5 Allstate shares in Q2 2026, an estimated $1.09K.
  • Allstate made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #101 holding.
  • Nvest Wealth Strategies first reported a position in Allstate in Q4 2025 and has held it in 3 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.