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Elevation Wealth Partners’s Allison Transmission ALSN Stock Holding History

Elevation Wealth Partners’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 		$4.98K Sell
44
-24
-35% -$2.9K ﹤0.01% 1102
2026
Q2 		$7.67K Sell
68
-34
-33% -$4.13K ﹤0.01% 896
2026
Q1 		$11.9K Buy
102
+50
+96% +$5.68K ﹤0.01% 475
2025
Q4 		$5.09K Sell
52
-7
-12% -$614 ﹤0.01% 627
2025
Q3 		$5.01K Buy
+59
New +$5.25K ﹤0.01% 482

Other funds holding ALSN

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Elevation Wealth Partners's ALSN Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Allison Transmission (ALSN) stake by 35% in Q3 2026, selling an estimated $2.9K and leaving 44 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Elevation Wealth Partners first reported a position in ALSN in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.9K in Q1 2026. 21 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

  • Elevation Wealth Partners held 44 shares of Allison Transmission worth $4.98K as of Q3 2026.
  • Elevation Wealth Partners sold 24 Allison Transmission shares in Q3 2026, an estimated $2.9K.
  • Allison Transmission made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1102 holding.
  • Elevation Wealth Partners first reported a position in Allison Transmission in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Allison Transmission position peaked at $11.9K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.