Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Allstate ALL Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$97.5M Buy
439,548
+70,241
+19% +$17.8M 0.14% 129
2026
Q2 		$89.8M Buy
369,307
+164,835
+81% +$35.8M 0.15% 117
2026
Q1 		$40.4M Sell
204,472
-40,813
-17% -$8.37M 0.08% 227
2025
Q4 		$51M Buy
245,285
+42,489
+21% +$8.7M 0.07% 249
2025
Q3 		$43M Buy
202,796
+56,271
+38% +$11.4M 0.06% 263
2025
Q2 		$29M Buy
146,525
+27,575
+23% +$5.5M 0.05% 324
2025
Q1 		$24.6M Buy
118,950
+631
+0.5% +$123K 0.05% 343
2024
Q4 		$22.8M Buy
118,319
+21,149
+22% +$4.11M 0.04% 348
2024
Q3 		$18.4M Buy
97,170
+27,253
+39% +$4.84M 0.04% 367
2024
Q2 		$11.2M Buy
69,917
+1,894
+3% +$316K 0.03% 457
2024
Q1 		$11.8M Buy
68,023
+2,940
+5% +$464K 0.03% 430
2023
Q4 		$9.11M Sell
65,083
-831
-1% -$108K 0.03% 457
2023
Q3 		$7.34M Buy
65,914
+55,826
+553% +$6.09M 0.02% 479
2023
Q2 		$1.1M Buy
10,088
+178
+2% +$20.2K 0.01% 255
2023
Q1 		$1.1M Buy
+9,910
New +$1.25M 0.01% 297
2022
Q2 		– Sell
-2,488
Closed -$341K – 327
2022
Q1 		$341K Buy
2,488
+13
+0.5% +$1.63K ﹤0.01% 282
2021
Q4 		$292K Sell
2,475
-19
-0.8% -$2.25K ﹤0.01% 275
2021
Q3 		$320K Sell
2,494
-112
-4% -$14.8K ﹤0.01% 262
2021
Q2 		$340K Buy
2,606
+70
+3% +$9.04K 0.01% 249
2021
Q1 		$299K Sell
2,536
-111
-4% -$12.2K 0.01% 242
2020
Q4 		$287K Buy
2,647
+10
+0.4% +$983 0.01% 205
2020
Q3 		$249K Sell
2,637
-15,664
-86% -$1.46M 0.01% 202
2020
Q2 		$1.71M Buy
18,301
+15,688
+600% +$1.54M 0.05% 129
2020
Q1 		$266K Buy
+2,613
New +$284K 0.01% 200

Other funds holding ALL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's ALL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Allstate (ALL) stake by 19% in Q3 2026, buying an estimated $17.8M and bringing the position to 439,548 shares worth $97.5M. The position accounts for 0.14% of the portfolio, ranked #129.

Wealth Enhancement Advisory Services first reported a position in ALL in Q1 2020 and has held it in 24 quarters since. 1,256 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 439,548 shares of Allstate worth $97.5M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 70,241 Allstate shares in Q3 2026, an estimated $17.8M.
  • Allstate made up 0.14% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #129 holding.
  • Wealth Enhancement Advisory Services first reported a position in Allstate in Q1 2020 and has held it in 24 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.