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Callan Family Office’s Allison Transmission ALSN Stock Holding History

Callan Family Office’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
Q1 		$777K Buy
6,641
+1,673
+34% +$190K 0.02% 631
2025
Q4 		$486K Buy
4,968
+1,808
+57% +$158K 0.01% 789
2025
Q3 		$268K Sell
3,160
-1,891
-37% -$168K 0.01% 744
2025
Q2 		$480K Buy
5,051
+2,445
+94% +$236K 0.02% 603
2025
Q1 		$249K Buy
2,606
+126
+5% +$13.4K 0.02% 474
2024
Q4 		$268K Buy
+2,480
New +$271K 0.02% 515

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Callan Family Office's ALSN Position: Q1 2026 in Review

Callan Family Office increased its Allison Transmission (ALSN) stake by 34% in Q1 2026, buying an estimated $190K and bringing the position to 6,641 shares worth $777K. The position accounts for 0.02% of the portfolio, ranked #631.

Callan Family Office first reported a position in ALSN in Q4 2024 and has held it in 6 quarters since. 552 funds tracked by Wall St. Rank hold ALSN as of Q1 2026.

  • Callan Family Office held 6,641 shares of Allison Transmission worth $777K as of Q1 2026.
  • Callan Family Office bought 1,673 Allison Transmission shares in Q1 2026, an estimated $190K.
  • Allison Transmission made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #631 holding.
  • Callan Family Office first reported a position in Allison Transmission in Q4 2024 and has held it in 6 quarters since.
  • 552 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.