EWP
ALSN icon

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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Elevation Wealth Partners's ALSN Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Allison Transmission (ALSN) stake by 33% in Q2 2026, selling an estimated $4.13K and leaving 68 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Elevation Wealth Partners first reported a position in ALSN in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.9K in Q1 2026. 156 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Elevation Wealth Partners held 68 shares of Allison Transmission worth $7.67K as of Q2 2026.
  • Elevation Wealth Partners sold 34 Allison Transmission shares in Q2 2026, an estimated $4.13K.
  • Allison Transmission made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #896 holding.
  • Elevation Wealth Partners first reported a position in Allison Transmission in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Allison Transmission position peaked at $11.9K in Q1 2026.
  • 156 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.