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Whipplewood Advisors’s Allstate ALL Stock Holding History

Whipplewood 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
-34
Closed -$7.05K – 652
2026
Q1 		$7.05K Buy
+34
New +$6.97K ﹤0.01% 552
2025
Q3 		– Sell
-45
Closed -$9.06K – 330
2025
Q2 		$9.06K Sell
45
-33
-42% -$6.58K 0.01% 581
2025
Q1 		$9.32K Buy
78
+29
+59% +$5.65K 0.01% 575
2024
Q4 		$9.45K Buy
+49
New +$9.51K 0.01% 562

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

Whipplewood Advisors's ALL Position: Q2 2026 in Review

Whipplewood Advisors sold out of Allstate (ALL) in Q2 2026, closing a stake of 34 shares — an estimated $7.05K sold.

Whipplewood Advisors first reported a position in ALL in Q4 2024 and held it in 4 quarters. The position peaked at $9.45K in Q4 2024. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Whipplewood Advisors reported no remaining Allstate position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 34 Allstate shares in Q2 2026, an estimated $7.05K.
  • Whipplewood Advisors first reported a position in Allstate in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Allstate position peaked at $9.45K in Q4 2024.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.