Cherry Tree Wealth Management
ALSN icon

Cherry Tree Wealth Management’s Allison Transmission ALSN Stock Holding History

Cherry Tree Wealth Management’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 		– Sell
-34
Closed -$3.83K – 583
2026
Q2 		$3.83K Hold
34
– – ﹤0.01% 510
2026
Q1 		$3.98K Hold
34
– – ﹤0.01% 499
2025
Q4 		$3.33K Hold
34
– – ﹤0.01% 508
2025
Q3 		$2.89K Hold
34
– – ﹤0.01% 502
2025
Q2 		$3.23K Hold
34
– – ﹤0.01% 509
2025
Q1 		$3.25K Buy
+34
New +$3.61K ﹤0.01% 583

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Solidarity Wealth
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Burney Company
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Dudley & Shanley
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Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cherry Tree Wealth Management's ALSN Position: Q3 2026 in Review

Cherry Tree Wealth Management sold out of Allison Transmission (ALSN) in Q3 2026, closing a stake of 34 shares — an estimated $3.83K sold.

Cherry Tree Wealth Management first reported a position in ALSN in Q1 2025 and held it in 6 quarters. The position peaked at $3.98K in Q1 2026. 155 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

  • Cherry Tree Wealth Management reported no remaining Allison Transmission position as of Q3 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 34 Allison Transmission shares in Q3 2026, an estimated $3.83K.
  • Cherry Tree Wealth Management first reported a position in Allison Transmission in Q1 2025 and held it in 6 quarters.
  • Cherry Tree Wealth Management's Allison Transmission position peaked at $3.98K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.