Shelton Capital Management’s Allstate ALL Stock Holding History

Shelton Capital Management’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	$391K	Sell	1,886 -80	-4%	-$16.4K	0.01%	428
2025 Q4	$409K	Buy	1,966 +500	+34%	+$102K	0.01%	403
2025 Q3	$315K	Hold	1,466	–	–	0.01%	492
2025 Q2	$295K	Sell	1,466 -30	-2%	-$5.99K	0.01%	497
2025 Q1	$310K	Sell	1,496 -52	-3%	-$10.1K	0.01%	464
2024 Q4	$298K	Hold	1,548	–	–	0.01%	510
2024 Q3	$294K	Hold	1,548	–	–	0.01%	511
2024 Q2	$247K	Sell	1,548 -4	-0.3%	-$667	0.01%	580
2024 Q1	$269K	Hold	1,552	–	–	0.01%	582
2023 Q4	$217K	Buy	+1,552	New	+$202K	0.01%	659
2023 Q1	–	Sell	-1,736	Closed	-$235K	–	729
2022 Q4	$235K	Sell	1,736 -6	-0.3%	-$785	0.02%	562
2022 Q3	$217K	Sell	1,742 -189	-10%	-$23.5K	0.01%	598
2022 Q2	$245K	Hold	1,931	–	–	0.01%	570
2022 Q1	$267K	Hold	1,931	–	–	0.01%	620
2021 Q4	$227K	Hold	1,931	–	–	0.01%	724
2021 Q3	$246K	Sell	1,931 -36,936	-95%	-$4.88M	0.01%	658
2021 Q2	$5.07M	Sell	38,867 -25,598	-40%	-$3.31M	0.19%	115
2021 Q1	$7.41M	Buy	64,465 +4,501	+8%	+$496K	0.26%	85
2020 Q4	$6.59M	Buy	59,964 +9,634	+19%	+$947K	0.3%	69
2020 Q3	$4.74M	Buy	50,330 +5,901	+13%	+$551K	0.2%	113
2020 Q2	$4.31M	Buy	44,429 +2,205	+5%	+$217K	0.24%	82
2020 Q1	$3.87M	Sell	42,224 -15,400	-27%	-$1.67M	0.28%	72
2019 Q4	$6.48M	Buy	57,624 +27,505	+91%	+$3M	0.36%	58
2019 Q3	$3.27M	Sell	30,119 -43,600	-59%	-$4.55M	0.19%	98
2019 Q2	$7.5M	Buy	73,719 +66,983	+994%	+$6.54M	0.43%	54
2019 Q1	$71.5K	Sell	6,736 -56,988	-89%	-$5.15M	0.28%	75
2018 Q4	$5.27M	Buy	63,724 +5,000	+9%	+$449K	0.36%	61
2018 Q3	$5.8M	Buy	58,724 +11,600	+25%	+$1.13M	0.33%	66
2018 Q2	$4.3M	Buy	47,124 +6,500	+16%	+$618K	0.27%	87
2018 Q1	$3.85M	Buy	40,624 +37,500	+1,200%	+$3.63M	0.25%	93
2017 Q4	$327K	Hold	3,124	–	–	0.02%	540
2017 Q3	$287K	Hold	3,124	–	–	0.02%	588
2017 Q2	$276K	Hold	3,124	–	–	0.02%	623
2017 Q1	$255K	Hold	3,124	–	–	0.02%	667
2016 Q4	$232K	Hold	3,124	–	–	0.02%	752
2016 Q3	$216K	Hold	3,124	–	–	0.02%	714
2016 Q2	$219K	Sell	3,124 -200	-6%	-$13.4K	0.02%	671
2016 Q1	$224K	Hold	3,324	–	–	0.02%	670
2015 Q4	$206K	Buy	+3,324	New	+$207K	0.02%	700
2015 Q3	–	Sell	-3,324	Closed	-$216K	–	744
2015 Q2	$216K	Sell	3,324 -496	-13%	-$34K	0.02%	721
2015 Q1	$272K	Hold	3,820	–	–	0.03%	634
2014 Q4	$268K	Sell	3,820 -2,600	-40%	-$171K	0.03%	626
2014 Q3	$394K	Hold	6,420	–	–	0.05%	436
2014 Q2	$377K	Buy	6,420 +2,000	+45%	+$115K	0.05%	458
2014 Q1	$250K	Hold	4,420	–	–	0.04%	613
2013 Q4	$241K	Buy	+4,420	New	+$236K	0.04%	616

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

Shelton Capital Management's ALL Position: Q1 2026 in Review

Shelton Capital Management reduced its Allstate (ALL) stake by 4.1% in Q1 2026, selling an estimated $16.4K and leaving 1,886 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #428.

Shelton Capital Management first reported a position in ALL in Q4 2013 and has held it in 46 quarters since. The position peaked at $7.5M in Q2 2019. 1,679 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Shelton Capital Management held 1,886 shares of Allstate worth $391K as of Q1 2026.
Shelton Capital Management sold 80 Allstate shares in Q1 2026, an estimated $16.4K.
Allstate made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #428 holding.
Shelton Capital Management first reported a position in Allstate in Q4 2013 and has held it in 46 quarters since.
Shelton Capital Management's Allstate position peaked at $7.5M in Q2 2019.
1,679 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.