SWM
ALL icon

Sterling Wealth Management’s Allstate ALL Stock Holding History

Sterling 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 		$250K Hold
1,052
– – 0.06% 107
2026
Q1 		$218K Hold
1,052
– – 0.06% 104
2025
Q4 		$219K Hold
1,052
– – 0.06% 100
2025
Q3 		$226K Sell
1,052
-1
-0.1% -$202 0.07% 97
2025
Q2 		$212K Buy
+1,053
New +$210K 0.07% 103
2024
Q4 		$202K Buy
+1,048
New +$203K 0.07% 106

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 $3.37T AUM 44.26% 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

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

Sterling Wealth Management held its Allstate (ALL) position steady in Q2 2026 at 1,052 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #107.

Sterling Wealth Management first reported a position in ALL in Q4 2024 and has held it in 6 quarters since. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Sterling Wealth Management held 1,052 shares of Allstate worth $250K as of Q2 2026.
  • Sterling Wealth Management left its Allstate share count unchanged in Q2 2026.
  • Allstate made up 0.06% of Sterling Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Sterling Wealth Management first reported a position in Allstate in Q4 2024 and has held it in 6 quarters since.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.