Obermeyer Wealth Partners’s Allstate ALL Stock Holding History

Obermeyer Wealth Partners’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	Buy	2,201 +15	+0.7%	+$3.08K	0.02%	183
2025 Q4	$455K	Buy	2,186 +16	+0.7%	+$3.27K	0.02%	179
2025 Q3	$466K	Sell	2,170 -966	-31%	-$195K	0.02%	177
2025 Q2	$631K	Buy	3,136 +33	+1%	+$6.58K	0.03%	138
2025 Q1	$643K	Buy	3,103 +3	+0.1%	+$584	0.03%	130
2024 Q4	$598K	Hold	3,100	–	–	0.03%	136
2024 Q3	$588K	Hold	3,100	–	–	0.03%	138
2024 Q2	$495K	Hold	3,100	–	–	0.03%	146
2024 Q1	$536K	Hold	3,100	–	–	0.03%	137
2023 Q4	$434K	Hold	3,100	–	–	0.03%	128
2023 Q3	$345K	Hold	3,100	–	–	0.03%	140
2023 Q2	$338K	Hold	3,100	–	–	0.02%	150
2023 Q1	$344K	Hold	3,100	–	–	0.03%	143
2022 Q4	$420K	Hold	3,100	–	–	0.03%	126
2022 Q3	$386K	Hold	3,100	–	–	0.03%	127
2022 Q2	$393K	Hold	3,100	–	–	0.03%	125
2022 Q1	$429K	Buy	3,100 +200	+7%	+$25.1K	0.03%	134
2021 Q4	$341K	Sell	2,900 -95	-3%	-$11.2K	0.02%	155
2021 Q3	$381K	Buy	2,995 +95	+3%	+$12.6K	0.02%	138
2021 Q2	$378K	Hold	2,900	–	–	0.02%	142
2021 Q1	$333K	Hold	2,900	–	–	0.02%	153
2020 Q4	$319K	Hold	2,900	–	–	0.02%	112
2020 Q3	$273K	Hold	2,900	–	–	0.02%	119
2020 Q2	$281K	Hold	2,900	–	–	0.02%	112
2020 Q1	$266K	Hold	2,900	–	–	0.03%	100
2019 Q4	$326K	Sell	2,900 -17	-0.6%	-$1.86K	0.03%	99
2019 Q3	$317K	Buy	2,917 +17	+0.6%	+$1.77K	0.03%	97
2019 Q2	$295K	Hold	2,900	–	–	0.03%	98
2019 Q1	$273K	Hold	2,900	–	–	0.03%	102
2018 Q4	$240K	Hold	2,900	–	–	0.02%	104
2018 Q3	$286K	Sell	2,900 -1,134	-28%	-$111K	0.02%	98
2018 Q2	$368K	Buy	4,034 +1,134	+39%	+$108K	0.03%	86
2018 Q1	$275K	Hold	2,900	–	–	0.03%	96
2017 Q4	$304K	Sell	2,900 -100	-3%	-$9.85K	0.03%	97
2017 Q3	$276K	Hold	3,000	–	–	0.02%	98
2017 Q2	$265K	Hold	3,000	–	–	0.02%	103
2017 Q1	$244K	Hold	3,000	–	–	0.02%	116
2016 Q4	$222K	Hold	3,000	–	–	0.02%	122
2016 Q3	$208K	Hold	3,000	–	–	0.02%	122
2016 Q2	$210K	Hold	3,000	–	–	0.02%	122
2016 Q1	$202K	Buy	+3,000	New	+$188K	0.02%	117
2015 Q2	–	Sell	-3,000	Closed	-$214K	–	129
2015 Q1	$214K	Hold	3,000	–	–	0.02%	128
2014 Q4	$211K	Buy	+3,000	New	+$197K	0.02%	135

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

Obermeyer Wealth Partners's ALL Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Allstate (ALL) stake by 0.69% in Q1 2026, buying an estimated $3.08K and bringing the position to 2,201 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #183.

Obermeyer Wealth Partners first reported a position in ALL in Q4 2014 and has held it in 43 quarters since. The position peaked at $643K in Q1 2025. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Obermeyer Wealth Partners held 2,201 shares of Allstate worth $456K as of Q1 2026.
Obermeyer Wealth Partners bought 15 Allstate shares in Q1 2026, an estimated $3.08K.
Allstate made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #183 holding.
Obermeyer Wealth Partners first reported a position in Allstate in Q4 2014 and has held it in 43 quarters since.
Obermeyer Wealth Partners's Allstate position peaked at $643K in Q1 2025.
1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.