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Wealthspire Advisors (New York)’s Allstate ALL Stock Holding History

Wealthspire Advisors (New York)’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 		$1.16M Sell
5,608
-1,598
-22% -$328K 0.01% 377
2025
Q4 		$1.5M Buy
7,206
+3,241
+82% +$663K 0.01% 350
2025
Q3 		$851K Buy
3,965
+37
+0.9% +$7.47K ﹤0.01% 421
2025
Q2 		$791K Buy
3,928
+176
+5% +$35.1K ﹤0.01% 434
2025
Q1 		$777K Sell
3,752
-549
-13% -$107K ﹤0.01% 436
2024
Q4 		$829K Sell
4,301
-762
-15% -$148K 0.01% 409
2024
Q3 		$960K Buy
5,063
+2,368
+88% +$421K 0.01% 378
2024
Q2 		$430K Buy
2,695
+498
+23% +$83.1K 0.01% 460
2024
Q1 		$380K Sell
2,197
-294
-12% -$46.4K 0.01% 478
2023
Q4 		$349K Buy
2,491
+391
+19% +$51K 0.01% 488
2023
Q3 		$234K Buy
2,100
+60
+3% +$6.55K ﹤0.01% 531
2023
Q2 		$222K Sell
2,040
-178
-8% -$20.2K ﹤0.01% 509
2023
Q1 		$246K Sell
2,218
-1,426
-39% -$180K ﹤0.01% 472
2022
Q4 		$494K Buy
3,644
+1,036
+40% +$135K 0.01% 369
2022
Q3 		$325K Buy
2,608
+183
+8% +$22.7K 0.01% 400
2022
Q2 		$307K Sell
2,425
-151
-6% -$19.8K 0.01% 395
2022
Q1 		$357K Sell
2,576
-549
-18% -$68.9K 0.01% 325
2021
Q4 		$368K Sell
3,125
-328
-9% -$38.8K 0.01% 378
2021
Q3 		$440K Buy
+3,453
New +$456K 0.01% 379
2021
Q2 		– Sell
-4,635
Closed -$533K – 379
2021
Q1 		$533K Buy
4,635
+1,491
+47% +$164K 0.01% 380
2020
Q4 		$346K Buy
+3,144
New +$309K 0.01% 386
2020
Q3 		– Sell
-2,087
Closed -$202K – 329
2020
Q2 		$202K Sell
2,087
-3,300
-61% -$324K 0.01% 262
2020
Q1 		$494K Buy
+5,387
New +$586K 0.02% 293
2019
Q1 		– Sell
-415
Closed -$34K – 76
2018
Q4 		$34K Buy
+415
New +$37.3K ﹤0.01% 237

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s ALL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Allstate (ALL) stake by 22% in Q1 2026, selling an estimated $328K and leaving 5,608 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #377.

Wealthspire Advisors (New York) first reported a position in ALL in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.5M in Q4 2025. 1,680 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Wealthspire Advisors (New York) held 5,608 shares of Allstate worth $1.16M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,598 Allstate shares in Q1 2026, an estimated $328K.
  • Allstate made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #377 holding.
  • Wealthspire Advisors (New York) first reported a position in Allstate in Q4 2018 and has held it in 24 quarters since.
  • Wealthspire Advisors (New York)'s Allstate position peaked at $1.5M in Q4 2025.
  • 1,680 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.