Cornerstone Planning Group
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Cornerstone Planning Group’s Allison Transmission ALSN Stock Holding History

Cornerstone Planning Group’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
-7
Closed -$833 – 240
2026
Q2 		$833 Hold
7
– – ﹤0.01% 1549
2026
Q1 		$892 Hold
7
– – ﹤0.01% 1500
2025
Q4 		$774 Sell
7
-240
-97% -$21K ﹤0.01% 1402
2025
Q3 		$47.4K Buy
247
+236
+2,145% +$21K 0.01% 359
2025
Q2 		$951 Sell
11
-27
-71% -$2.61K ﹤0.01% 1127
2025
Q1 		$3.4K Buy
38
+31
+443% +$3.29K ﹤0.01% 839
2024
Q4 		$807 Hold
7
– – ﹤0.01% 1011
2024
Q3 		$701 Hold
7
– – ﹤0.01% 1022
2024
Q2 		$578 Hold
7
– – ﹤0.01% 1055
2024
Q1 		$519 Hold
7
– – ﹤0.01% 930
2023
Q4 		$407 Hold
7
– – ﹤0.01% 798
2023
Q3 		$413 Sell
7
-88
-93% -$5.18K ﹤0.01% 921
2023
Q2 		$5.36K Buy
+95
New +$4.67K ﹤0.01% 872
2022
Q4 		$3.95K Buy
+95
New +$3.9K ﹤0.01% 991

Other funds holding ALSN

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Solidarity Wealth
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 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
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Cornerstone Planning Group's ALSN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Allison Transmission (ALSN) in Q3 2026, closing a stake of 7 shares — an estimated $833 sold.

Cornerstone Planning Group first reported a position in ALSN in Q4 2022 and held it in 14 quarters. The position peaked at $47.4K in Q3 2025. 79 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Allison Transmission position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 7 Allison Transmission shares in Q3 2026, an estimated $833.
  • Cornerstone Planning Group first reported a position in Allison Transmission in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Allison Transmission position peaked at $47.4K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.