TruWealth Advisors’s Allstate ALL Stock Holding History

TruWealth Advisors’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	$274K	Hold	1,320	–	–	0.01%	152
2025 Q4	$275K	Hold	1,320	–	–	0.01%	151
2025 Q3	$283K	Hold	1,320	–	–	0.01%	148
2025 Q2	$266K	Hold	1,320	–	–	0.01%	149
2025 Q1	$273K	Hold	1,320	–	–	0.02%	134
2024 Q4	$254K	Sell	1,320 -205	-13%	-$39.8K	0.02%	138
2024 Q3	$289K	Hold	1,525	–	–	0.02%	131
2024 Q2	$243K	Hold	1,525	–	–	0.02%	146
2024 Q1	$264K	Hold	1,525	–	–	0.02%	139
2023 Q4	$213K	Buy	+1,525	New	+$199K	0.02%	145
2023 Q1	–	Sell	-1,775	Closed	-$241K	–	146
2022 Q4	$241K	Hold	1,775	–	–	0.02%	126
2022 Q3	$221K	Hold	1,775	–	–	0.02%	125
2022 Q2	$225K	Hold	1,775	–	–	0.02%	122
2022 Q1	$246K	Hold	1,775	–	–	0.03%	108
2021 Q4	$209K	Sell	1,775 -74	-4%	-$8.75K	0.02%	117
2021 Q3	$235K	Hold	1,849	–	–	0.03%	107
2021 Q2	$241K	Buy	1,849 +74	+4%	+$9.56K	0.03%	102
2021 Q1	$204K	Sell	1,775 -2,400	-57%	-$264K	0.03%	108
2020 Q4	$459K	Buy	+4,175	New	+$410K	0.07%	74

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TruWealth Advisors's ALL Position: Q1 2026 in Review

TruWealth Advisors held its Allstate (ALL) position steady in Q1 2026 at 1,320 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #152.

TruWealth Advisors first reported a position in ALL in Q4 2020 and has held it in 19 quarters since. The position peaked at $459K in Q4 2020. 1,688 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

TruWealth Advisors held 1,320 shares of Allstate worth $274K as of Q1 2026.
TruWealth Advisors left its Allstate share count unchanged in Q1 2026.
Allstate made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #152 holding.
TruWealth Advisors first reported a position in Allstate in Q4 2020 and has held it in 19 quarters since.
TruWealth Advisors's Allstate position peaked at $459K in Q4 2020.
1,688 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.