Crewe Advisors’s Allison Transmission ALSN Stock Holding History

Crewe Advisors’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	$61.6K	Buy	546 +192	+54%	+$23.3K	﹤0.01%	409
2026 Q1	$41.4K	Sell	354 -352	-50%	-$40K	﹤0.01%	392
2025 Q4	$69.1K	Hold	706	–	–	0.01%	328
2025 Q3	$59.9K	Buy	+706	New	+$62.8K	0.01%	357
2023 Q2	–	Sell	-488	Closed	-$22.1K	–	878
2023 Q1	$22.1K	Hold	488	–	–	﹤0.01%	413
2022 Q4	$20.3K	Hold	488	–	–	﹤0.01%	421
2022 Q3	$16K	Hold	488	–	–	﹤0.01%	518
2022 Q2	$19K	Buy	+488	New	+$18.6K	﹤0.01%	426
2020 Q4	–	Sell	-42	Closed	-$1K	–	449
2020 Q3	$1K	Buy	+42	New	+$1.52K	﹤0.01%	552
2018 Q2	–	Sell	-175	Closed	-$7K	–	255
2018 Q1	$7K	Buy	+175	New	+$7.26K	0.01%	227

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

Crewe Advisors's ALSN Position: Q2 2026 in Review

Crewe Advisors increased its Allison Transmission (ALSN) stake by 54% in Q2 2026, buying an estimated $23.3K and bringing the position to 546 shares worth $61.6K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Crewe Advisors first reported a position in ALSN in Q1 2018 and has held it in 10 quarters since. The position peaked at $69.1K in Q4 2025. 568 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

Crewe Advisors held 546 shares of Allison Transmission worth $61.6K as of Q2 2026.
Crewe Advisors bought 192 Allison Transmission shares in Q2 2026, an estimated $23.3K.
Allison Transmission made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #409 holding.
Crewe Advisors first reported a position in Allison Transmission in Q1 2018 and has held it in 10 quarters since.
Crewe Advisors's Allison Transmission position peaked at $69.1K in Q4 2025.
568 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.