Congress Wealth Management’s Allison Transmission ALSN Stock Holding History

Congress 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
2025 Q2	$2.48M	Buy	+26,143	New	+$2.53M	0.02%	523

Other funds holding ALSN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's ALSN Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Allison Transmission (ALSN) in Q2 2025: 26,143 shares worth $2.48M. The stake represents 0.02% of the portfolio and ranks #523 among its holdings.

537 funds tracked by Wall St. Rank hold ALSN as of Q2 2025.

Congress Wealth Management held 26,143 shares of Allison Transmission worth $2.48M as of Q2 2025.
Allison Transmission was a new Congress Wealth Management position in Q2 2025.
Allison Transmission made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #523 holding.
537 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.