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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
Q2 		$843K Buy
7,479
+838
+13% +$102K 0.02% 645
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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Callan Family Office's ALSN Position: Q2 2026 in Review

Callan Family Office increased its Allison Transmission (ALSN) stake by 13% in Q2 2026, buying an estimated $102K and bringing the position to 7,479 shares worth $843K. The position accounts for 0.02% of the portfolio, ranked #645.

Callan Family Office first reported a position in ALSN in Q4 2024 and has held it in 7 quarters since. 572 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Callan Family Office held 7,479 shares of Allison Transmission worth $843K as of Q2 2026.
  • Callan Family Office bought 838 Allison Transmission shares in Q2 2026, an estimated $102K.
  • Allison Transmission made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #645 holding.
  • Callan Family Office first reported a position in Allison Transmission in Q4 2024 and has held it in 7 quarters since.
  • 572 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.