Diversify Wealth Management’s Allison Transmission ALSN Stock Holding History

Diversify Wealth Management’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	$246K	Buy	+1,905	New	+$216K	﹤0.01%	1027

Other funds holding ALSN

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Diversify Wealth Management's ALSN Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Allison Transmission (ALSN) in Q1 2026: 1,905 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings.

552 funds tracked by Wall St. Rank hold ALSN as of Q1 2026.

Diversify Wealth Management held 1,905 shares of Allison Transmission worth $246K as of Q1 2026.
Allison Transmission was a new Diversify Wealth Management position in Q1 2026.
Allison Transmission made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1027 holding.
552 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.