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Wealth Preservation Advisors’s Allstate ALL Stock Holding History

Wealth Preservation Advisors’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 		$20.7K Sell
100
-11
-10% -$2.25K 0.02% 310
2025
Q4 		$23.1K Sell
111
-3
-3% -$614 0.01% 252
2025
Q3 		$24.5K Hold
114
– – 0.01% 238
2025
Q2 		$22.9K Hold
114
– – 0.01% 239
2025
Q1 		$23.6K Buy
+114
New +$22.2K 0.02% 246

Other funds holding ALL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Preservation Advisors's ALL Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Allstate (ALL) stake by 9.9% in Q1 2026, selling an estimated $2.25K and leaving 100 shares worth $20.7K. The position accounts for 0.02% of the portfolio, ranked #310.

Wealth Preservation Advisors first reported a position in ALL in Q1 2025 and has held it in 5 quarters since. The position peaked at $24.5K in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Wealth Preservation Advisors held 100 shares of Allstate worth $20.7K as of Q1 2026.
  • Wealth Preservation Advisors sold 11 Allstate shares in Q1 2026, an estimated $2.25K.
  • Allstate made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #310 holding.
  • Wealth Preservation Advisors first reported a position in Allstate in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Allstate position peaked at $24.5K in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.