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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's ALL Position: Q1 2026 in Review

SHP Wealth Management increased its Allstate (ALL) stake by 2.6% in Q1 2026, buying an estimated $6.36K and bringing the position to 1,208 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #223.

SHP Wealth Management first reported a position in ALL in Q4 2025 and has held it in 2 quarters since. 1,683 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • SHP Wealth Management held 1,208 shares of Allstate worth $250K as of Q1 2026.
  • SHP Wealth Management bought 31 Allstate shares in Q1 2026, an estimated $6.36K.
  • Allstate made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #223 holding.
  • SHP Wealth Management first reported a position in Allstate in Q4 2025 and has held it in 2 quarters since.
  • 1,683 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.