CWG
ALSN icon

Cornerstone Wealth Group’s Allison Transmission ALSN Stock Holding History

Cornerstone Wealth 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
Q2 		$214K Sell
1,898
-147
-7% -$17.8K 0.01% 469
2026
Q1 		$269K Sell
2,045
-118
-5% -$13.4K 0.02% 353
2025
Q4 		$212K Buy
+2,163
New +$190K 0.01% 362

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

Cornerstone Wealth Group's ALSN Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Allison Transmission (ALSN) stake by 7.2% in Q2 2026, selling an estimated $17.8K and leaving 1,898 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #469.

Cornerstone Wealth Group first reported a position in ALSN in Q4 2025 and has held it in 3 quarters since. The position peaked at $269K in Q1 2026. 571 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Cornerstone Wealth Group held 1,898 shares of Allison Transmission worth $214K as of Q2 2026.
  • Cornerstone Wealth Group sold 147 Allison Transmission shares in Q2 2026, an estimated $17.8K.
  • Allison Transmission made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #469 holding.
  • Cornerstone Wealth Group first reported a position in Allison Transmission in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Wealth Group's Allison Transmission position peaked at $269K in Q1 2026.
  • 571 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.