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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
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

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

Cherry Tree Wealth Management's ALSN Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Allison Transmission (ALSN) position steady in Q1 2026 at 34 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Cherry Tree Wealth Management first reported a position in ALSN in Q1 2025 and has held it in 5 quarters since. 552 funds tracked by Wall St. Rank hold ALSN as of Q1 2026.

  • Cherry Tree Wealth Management held 34 shares of Allison Transmission worth $3.98K as of Q1 2026.
  • Cherry Tree Wealth Management left its Allison Transmission share count unchanged in Q1 2026.
  • Allison Transmission made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #499 holding.
  • Cherry Tree Wealth Management first reported a position in Allison Transmission in Q1 2025 and has held it in 5 quarters since.
  • 552 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.