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Wealth Management Partners’s Allstate ALL Stock Holding History

Wealth Management Partners’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 		$238K Hold
999
– – 0.06% 143
2026
Q1 		$207K Hold
999
– – 0.06% 144
2025
Q4 		$208K Hold
999
– – 0.06% 138
2025
Q3 		$214K Buy
+999
New +$202K 0.07% 130
2025
Q2 		– Sell
-1,017
Closed -$211K – 137
2025
Q1 		$211K Buy
+1,017
New +$198K 0.1% 111
2024
Q4 		– Sell
-1,158
Closed -$220K – 114
2024
Q3 		$220K Sell
1,158
-156
-12% -$27.7K 0.1% 104
2024
Q2 		$210K Hold
1,314
– – 0.1% 104
2024
Q1 		$227K Sell
1,314
-1,016
-44% -$160K 0.12% 108
2023
Q4 		$326K Sell
2,330
-272
-10% -$35.5K 0.18% 84
2023
Q3 		$290K Sell
2,602
-100
-4% -$10.9K 0.18% 84
2023
Q2 		$295K Sell
2,702
-17
-0.6% -$1.93K 0.19% 89
2023
Q1 		$301K Buy
2,719
+719
+36% +$90.9K 0.21% 85
2022
Q4 		$204K Buy
+2,000
New +$262K 0.17% 94
2022
Q1 		– Sell
-2,000
Closed -$234K – 111
2021
Q4 		$234K Sell
2,000
-490
-20% -$58K 0.16% 100
2021
Q3 		$317K Sell
2,490
-400
-14% -$52.9K 0.23% 83
2021
Q2 		$377K Buy
2,890
+200
+7% +$25.8K 0.26% 77
2021
Q1 		$313K Sell
2,690
-10
-0.4% -$1.1K 0.23% 84
2020
Q4 		$296K Buy
+2,700
New +$265K 0.23% 92

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

Wealth Management Partners's ALL Position: Q2 2026 in Review

Wealth Management Partners held its Allstate (ALL) position steady in Q2 2026 at 999 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #143.

Wealth Management Partners first reported a position in ALL in Q4 2020 and has held it in 18 quarters since. The position peaked at $377K in Q2 2021. 1,741 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Wealth Management Partners held 999 shares of Allstate worth $238K as of Q2 2026.
  • Wealth Management Partners left its Allstate share count unchanged in Q2 2026.
  • Allstate made up 0.06% of Wealth Management Partners's portfolio in Q2 2026, its #143 holding.
  • Wealth Management Partners first reported a position in Allstate in Q4 2020 and has held it in 18 quarters since.
  • Wealth Management Partners's Allstate position peaked at $377K in Q2 2021.
  • 1,741 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.