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ALL icon

True Wealth Design’s Allstate ALL Stock Holding History

True Wealth Design’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 		$75.4K Sell
317
-11
-3% -$2.39K 0.02% 343
2026
Q1 		$68K Buy
328
+282
+613% +$57.8K 0.02% 315
2025
Q4 		$9.57K Buy
46
+16
+53% +$3.27K ﹤0.01% 884
2025
Q3 		$6.38K Sell
30
-10
-25% -$2.02K ﹤0.01% 993
2025
Q2 		$7.99K Buy
40
+4
+11% +$798 ﹤0.01% 655
2025
Q1 		$7.39K Buy
36
+32
+800% +$6.23K ﹤0.01% 560
2024
Q4 		$714 Buy
+4
New +$776 ﹤0.01% 1023

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

True Wealth Design's ALL Position: Q2 2026 in Review

True Wealth Design reduced its Allstate (ALL) stake by 3.4% in Q2 2026, selling an estimated $2.39K and leaving 317 shares worth $75.4K. The position accounts for 0.02% of the portfolio, ranked #343.

True Wealth Design first reported a position in ALL in Q4 2024 and has held it in 7 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • True Wealth Design held 317 shares of Allstate worth $75.4K as of Q2 2026.
  • True Wealth Design sold 11 Allstate shares in Q2 2026, an estimated $2.39K.
  • Allstate made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #343 holding.
  • True Wealth Design first reported a position in Allstate in Q4 2024 and has held it in 7 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.