Superior Planning, LLC’s Allison Transmission ALSN Stock Holding History

Superior Planning, LLC’s Portfolio ALSN Stock Details ALSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$66.4K	Buy	+586	New	+$70.7K	0.03%	300

Other funds holding ALSN

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Superior Planning, LLC's ALSN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Allison Transmission (ALSN) in Q3 2026: 586 shares worth $66.4K. The stake represents 0.03% of the portfolio and ranks #300 among its holdings.

386 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

Superior Planning, LLC held 586 shares of Allison Transmission worth $66.4K as of Q3 2026.
Allison Transmission was a new Superior Planning, LLC position in Q3 2026.
Allison Transmission made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #300 holding.
386 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.