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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
Q2 		– Sell
-100
Closed -$20.7K – 119
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 $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 Preservation Advisors's ALL Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Allstate (ALL) in Q2 2026, closing a stake of 100 shares — an estimated $20.7K sold.

Wealth Preservation Advisors first reported a position in ALL in Q1 2025 and held it in 5 quarters. The position peaked at $24.5K in Q3 2025. 1,753 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Allstate position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 100 Allstate shares in Q2 2026, an estimated $20.7K.
  • Wealth Preservation Advisors first reported a position in Allstate in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Allstate position peaked at $24.5K in Q3 2025.
  • 1,753 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.