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Aaron Wealth Advisors’s Allison Transmission ALSN Stock Holding History

Aaron Wealth Advisors’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
Q2 		$936K Sell
8,301
-3,014
-27% -$366K 0.05% 262
2026
Q1 		$1.32M Sell
11,315
-2,756
-20% -$313K 0.08% 167
2025
Q4 		$1.38M Sell
14,071
-2,370
-14% -$208K 0.08% 185
2025
Q3 		$1.4M Buy
16,441
+13,903
+548% +$1.24M 0.08% 171
2025
Q2 		$241K Sell
2,538
-422
-14% -$40.8K 0.02% 416
2025
Q1 		$283K Buy
2,960
+107
+4% +$11.4K 0.03% 338
2024
Q4 		$308K Buy
2,853
+262
+10% +$28.6K 0.04% 311
2024
Q3 		$249K Buy
+2,591
New +$222K 0.03% 353

Other funds holding ALSN

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Aaron Wealth Advisors's ALSN Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Allison Transmission (ALSN) stake by 27% in Q2 2026, selling an estimated $366K and leaving 8,301 shares worth $936K. The position accounts for 0.05% of the portfolio, ranked #262.

Aaron Wealth Advisors first reported a position in ALSN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q3 2025. 50 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Aaron Wealth Advisors held 8,301 shares of Allison Transmission worth $936K as of Q2 2026.
  • Aaron Wealth Advisors sold 3,014 Allison Transmission shares in Q2 2026, an estimated $366K.
  • Allison Transmission made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #262 holding.
  • Aaron Wealth Advisors first reported a position in Allison Transmission in Q3 2024 and has held it in 8 quarters since.
  • Aaron Wealth Advisors's Allison Transmission position peaked at $1.4M in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.