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Walled Lake Planning & Wealth Management’s Allstate ALL Stock Holding History

Walled Lake Planning & 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 		$222K Buy
+931
New +$202K 0.06% 133
2024
Q2 		– Sell
-1,208
Closed -$209K – 125
2024
Q1 		$209K Buy
+1,208
New +$191K 0.09% 107

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

Walled Lake Planning & Wealth Management's ALL Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management opened a new position in Allstate (ALL) in Q2 2026: 931 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #133 among its holdings. This is a return to the name: Walled Lake Planning & Wealth Management previously reported a position in ALL as recently as Q1 2024.

Walled Lake Planning & Wealth Management first reported a position in ALL in Q1 2024 and has held it in 2 quarters since. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 931 shares of Allstate worth $222K as of Q2 2026.
  • Allstate was a new Walled Lake Planning & Wealth Management position in Q2 2026.
  • Allstate made up 0.06% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Allstate in Q1 2024 and has held it in 2 quarters since.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.