Valley Wealth Managers’s Allstate ALL Stock Holding History

Valley Wealth Managers’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	$58.7K	Hold	283	–	–	﹤0.01%	213
2025 Q4	$58.9K	Hold	283	–	–	﹤0.01%	209
2025 Q3	$60.7K	Hold	283	–	–	﹤0.01%	199
2025 Q2	$57K	Hold	283	–	–	﹤0.01%	195
2025 Q1	$58.6K	Hold	283	–	–	﹤0.01%	199
2024 Q4	$54.6K	Hold	283	–	–	﹤0.01%	208
2024 Q3	$53.7K	Hold	283	–	–	﹤0.01%	214
2024 Q2	$45.2K	Hold	283	–	–	﹤0.01%	223
2024 Q1	$49K	Hold	283	–	–	﹤0.01%	216
2023 Q4	$39.6K	Hold	283	–	–	﹤0.01%	224
2023 Q3	$31.5K	Hold	283	–	–	﹤0.01%	237
2023 Q2	$30.9K	Hold	283	–	–	﹤0.01%	229
2023 Q1	$31.4K	Hold	283	–	–	﹤0.01%	235
2022 Q4	$38.4K	Sell	283 -143	-34%	-$18.7K	﹤0.01%	241
2022 Q3	$53K	Hold	426	–	–	0.01%	238
2022 Q2	$54K	Buy	+426	New	+$55.8K	0.01%	246
2019 Q3	–	Sell	-2,193	Closed	-$223K	–	190
2019 Q2	$223K	Sell	2,193 -4,447	-67%	-$434K	0.02%	183
2019 Q1	$625K	Buy	6,640 +3,774	+132%	+$341K	0.07%	136
2018 Q4	$237K	Buy	+2,866	New	+$257K	0.03%	153
2017 Q2	–	Sell	-283	Closed	-$23K	–	127
2017 Q1	$23K	Hold	283	–	–	﹤0.01%	158
2016 Q4	$21K	Hold	283	–	–	﹤0.01%	156
2016 Q3	$20K	Hold	283	–	–	﹤0.01%	156
2016 Q2	$20K	Buy	+283	New	+$18.9K	﹤0.01%	160

Other funds holding ALL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valley Wealth Managers's ALL Position: Q1 2026 in Review

Valley Wealth Managers held its Allstate (ALL) position steady in Q1 2026 at 283 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Valley Wealth Managers first reported a position in ALL in Q2 2016 and has held it in 23 quarters since. The position peaked at $625K in Q1 2019. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Valley Wealth Managers held 283 shares of Allstate worth $58.7K as of Q1 2026.
Valley Wealth Managers left its Allstate share count unchanged in Q1 2026.
Allstate made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #213 holding.
Valley Wealth Managers first reported a position in Allstate in Q2 2016 and has held it in 23 quarters since.
Valley Wealth Managers's Allstate position peaked at $625K in Q1 2019.
1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.