Private Wealth Asset Management’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
$967K Sell
4,064
-86
-2% -$18.7K 0.09% 131
2026
Q1
$860K Buy
4,150
+854
+26% +$175K 0.09% 134
2025
Q4
$686K Buy
3,296
+36
+1% +$7.37K 0.07% 149
2025
Q3
$700K Sell
3,260
-1,904
-37% -$384K 0.08% 137
2025
Q2
$1.04M Sell
5,164
-37
-0.7% -$7.38K 0.14% 111
2025
Q1
$1.08M Buy
+5,201
New +$1.01M 0.15% 102

Other funds holding ALL

Private Wealth Asset Management's ALL Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Allstate (ALL) stake by 2.1% in Q2 2026, selling an estimated $18.7K and leaving 4,064 shares worth $967K. The position accounts for 0.09% of the portfolio, ranked #131.

Private Wealth Asset Management first reported a position in ALL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q1 2025. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Private Wealth Asset Management held 4,064 shares of Allstate worth $967K as of Q2 2026.
  • Private Wealth Asset Management sold 86 Allstate shares in Q2 2026, an estimated $18.7K.
  • Allstate made up 0.09% of Private Wealth Asset Management's portfolio in Q2 2026, its #131 holding.
  • Private Wealth Asset Management first reported a position in Allstate in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Allstate position peaked at $1.08M in Q1 2025.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.