CX Institutional’s Allison Transmission ALSN Stock Holding History

CX Institutional’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	$11K	Sell	97 -34,855	-100%	-$4.21M	﹤0.01%	1332
2026 Q2	$3.94M	Sell	34,952 -39	-0.1%	-$4.73K	0.11%	180
2026 Q1	$4.1M	Buy	34,991 +34,978	+269,062%	+$3.97M	0.12%	179
2025 Q4	$1K	Buy	+13	New	+$1.14K	﹤0.01%	1418
2019 Q3	–	Sell	-51	Closed	-$2K	–	793
2019 Q2	$2K	Buy	+51	New	+$2.31K	﹤0.01%	738

Other funds holding ALSN

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

CX Institutional's ALSN Position: Q3 2026 in Review

CX Institutional reduced its Allison Transmission (ALSN) stake by 100% in Q3 2026, selling an estimated $4.21M and leaving 97 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

CX Institutional first reported a position in ALSN in Q2 2019 and has held it in 5 quarters since. The position peaked at $4.1M in Q1 2026. 68 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

CX Institutional held 97 shares of Allison Transmission worth $11K as of Q3 2026.
CX Institutional sold 34,855 Allison Transmission shares in Q3 2026, an estimated $4.21M.
Allison Transmission made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1332 holding.
CX Institutional first reported a position in Allison Transmission in Q2 2019 and has held it in 5 quarters since.
CX Institutional's Allison Transmission position peaked at $4.1M in Q1 2026.
68 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.