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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's ALL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Allstate (ALL) stake by 81% in Q2 2026, buying an estimated $35.8M and bringing the position to 369,307 shares worth $89.8M. The position accounts for 0.15% of the portfolio, ranked #117.

Wealth Enhancement Advisory Services first reported a position in ALL in Q1 2020 and has held it in 23 quarters since. 265 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 369,307 shares of Allstate worth $89.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 164,835 Allstate shares in Q2 2026, an estimated $35.8M.
  • Allstate made up 0.15% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #117 holding.
  • Wealth Enhancement Advisory Services first reported a position in Allstate in Q1 2020 and has held it in 23 quarters since.
  • 265 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.