Outlook Wealth Advisors’s Allstate ALL Stock Holding History

Outlook Wealth 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	$682K	Sell	3,290 -117	-3%	-$24K	0.17%	133
2025 Q4	$709K	Buy	3,407 +157	+5%	+$32.1K	0.16%	126
2025 Q3	$698K	Buy	+3,250	New	+$656K	0.17%	122
2023 Q1	–	Sell	-5,714	Closed	-$775K	–	181
2022 Q4	$775K	Sell	5,714 -91	-2%	-$11.9K	0.37%	67
2022 Q3	$723K	Sell	5,805 -13	-0.2%	-$1.61K	0.32%	71
2022 Q2	$737K	Buy	5,818 +100	+2%	+$13.1K	0.3%	86
2022 Q1	$792K	Buy	+5,718	New	+$718K	0.26%	96

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

Outlook Wealth Advisors's ALL Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Allstate (ALL) stake by 3.4% in Q1 2026, selling an estimated $24K and leaving 3,290 shares worth $682K. The position accounts for 0.17% of the portfolio, ranked #133.

Outlook Wealth Advisors first reported a position in ALL in Q1 2022 and has held it in 7 quarters since. The position peaked at $792K in Q1 2022. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Outlook Wealth Advisors held 3,290 shares of Allstate worth $682K as of Q1 2026.
Outlook Wealth Advisors sold 117 Allstate shares in Q1 2026, an estimated $24K.
Allstate made up 0.17% of Outlook Wealth Advisors's portfolio in Q1 2026, its #133 holding.
Outlook Wealth Advisors first reported a position in Allstate in Q1 2022 and has held it in 7 quarters since.
Outlook Wealth Advisors's Allstate position peaked at $792K in Q1 2022.
1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.