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SHP Wealth Management’s Allstate ALL Stock Holding History

SHP Wealth 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
Q2 		$292K Buy
1,228
+20
+2% +$4.35K 0.02% 236
2026
Q1 		$250K Buy
1,208
+31
+3% +$6.36K 0.02% 223
2025
Q4 		$245K Buy
+1,177
New +$241K 0.02% 226

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SHP Wealth Management's ALL Position: Q2 2026 in Review

SHP Wealth Management increased its Allstate (ALL) stake by 1.7% in Q2 2026, buying an estimated $4.35K and bringing the position to 1,228 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #236.

SHP Wealth Management first reported a position in ALL in Q4 2025 and has held it in 3 quarters since. 1,756 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • SHP Wealth Management held 1,228 shares of Allstate worth $292K as of Q2 2026.
  • SHP Wealth Management bought 20 Allstate shares in Q2 2026, an estimated $4.35K.
  • Allstate made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #236 holding.
  • SHP Wealth Management first reported a position in Allstate in Q4 2025 and has held it in 3 quarters since.
  • 1,756 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

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