Wealthcare Advisory Partners’s Allstate ALL Stock Holding History

Wealthcare Advisory 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	$413K	Sell	1,737 -52	-3%	-$11.3K	0.01%	770
2026 Q1	$371K	Sell	1,789 -38	-2%	-$7.79K	0.01%	802
2025 Q4	$380K	Sell	1,827 -22	-1%	-$4.5K	0.01%	784
2025 Q3	$397K	Buy	1,849 +17	+0.9%	+$3.43K	0.01%	745
2025 Q2	$369K	Sell	1,832 -63	-3%	-$12.6K	0.01%	724
2025 Q1	$392K	Buy	1,895 +439	+30%	+$85.5K	0.01%	650
2024 Q4	$281K	Buy	1,456 +340	+30%	+$66K	0.01%	735
2024 Q3	$212K	Buy	+1,116	New	+$198K	0.01%	815
2021 Q2	–	Sell	-619	Closed	-$71K	–	589
2021 Q1	$71K	Buy	+619	New	+$68.2K	0.01%	771
2020 Q2	–	Sell	-152	Closed	-$14K	–	352
2020 Q1	$14K	Buy	152 +20	+15%	+$2.17K	﹤0.01%	813
2019 Q4	$15K	Hold	132	–	–	﹤0.01%	831
2019 Q3	$14K	Hold	132	–	–	﹤0.01%	836
2019 Q2	$13K	Sell	132 -500	-79%	-$48.9K	﹤0.01%	836
2019 Q1	$60K	Hold	632	–	–	0.01%	425
2018 Q4	$52K	Sell	632 -100	-14%	-$8.98K	0.01%	420
2018 Q3	$72K	Hold	732	–	–	0.01%	392
2018 Q2	$67K	Buy	732 +100	+16%	+$9.51K	0.01%	403
2018 Q1	$60K	Hold	632	–	–	0.01%	366
2017 Q4	$66K	Buy	632 +574	+990%	+$56.5K	0.02%	328
2017 Q3	$5K	Buy	+58	New	+$5.27K	﹤0.01%	631

Other funds holding ALL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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

Wealthcare Advisory Partners's ALL Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Allstate (ALL) stake by 2.9% in Q2 2026, selling an estimated $11.3K and leaving 1,737 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #770.

Wealthcare Advisory Partners first reported a position in ALL in Q3 2017 and has held it in 20 quarters since. 377 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Wealthcare Advisory Partners held 1,737 shares of Allstate worth $413K as of Q2 2026.
Wealthcare Advisory Partners sold 52 Allstate shares in Q2 2026, an estimated $11.3K.
Allstate made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #770 holding.
Wealthcare Advisory Partners first reported a position in Allstate in Q3 2017 and has held it in 20 quarters since.
377 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.