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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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