Creative Financial Designs’s Allison Transmission ALSN Stock Holding History

Creative Financial Designs’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	$4.17K	Hold	37	–	–	﹤0.01%	1745
2026 Q1	$4.33K	Hold	37	–	–	﹤0.01%	1612
2025 Q4	$3.62K	Hold	37	–	–	﹤0.01%	1585
2025 Q3	$3.14K	Hold	37	–	–	﹤0.01%	1629
2025 Q2	$3.52K	Hold	37	–	–	﹤0.01%	1587
2025 Q1	$3.54K	Buy	+37	New	+$3.93K	﹤0.01%	1558
2021 Q4	–	Sell	-71	Closed	-$3K	–	1202
2021 Q3	$3K	Hold	71	–	–	﹤0.01%	1231
2021 Q2	$3K	Hold	71	–	–	﹤0.01%	1254
2021 Q1	$3K	Hold	71	–	–	﹤0.01%	1137
2020 Q4	$3K	Hold	71	–	–	﹤0.01%	1059
2020 Q3	$2K	Buy	+71	New	+$2.57K	﹤0.01%	1072

Other funds holding ALSN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Financial Designs's ALSN Position: Q2 2026 in Review

Creative Financial Designs held its Allison Transmission (ALSN) position steady in Q2 2026 at 37 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Creative Financial Designs first reported a position in ALSN in Q3 2020 and has held it in 11 quarters since. The position peaked at $4.33K in Q1 2026. 572 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

Creative Financial Designs held 37 shares of Allison Transmission worth $4.17K as of Q2 2026.
Creative Financial Designs left its Allison Transmission share count unchanged in Q2 2026.
Allison Transmission made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1745 holding.
Creative Financial Designs first reported a position in Allison Transmission in Q3 2020 and has held it in 11 quarters since.
Creative Financial Designs's Allison Transmission position peaked at $4.33K in Q1 2026.
572 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.