EWM
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Empirical Wealth Management’s Allison Transmission ALSN Stock Holding History

Empirical 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
Q2 		$608K Sell
5,395
-673
-11% -$81.7K 0.01% 599
2026
Q1 		$710K Buy
6,068
+296
+5% +$33.6K 0.01% 444
2025
Q4 		$565K Buy
5,772
+3,349
+138% +$294K 0.01% 469
2025
Q3 		$206K Buy
+2,423
New +$216K ﹤0.01% 751

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

Empirical Wealth Management's ALSN Position: Q2 2026 in Review

Empirical Wealth Management reduced its Allison Transmission (ALSN) stake by 11% in Q2 2026, selling an estimated $81.7K and leaving 5,395 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #599.

Empirical Wealth Management first reported a position in ALSN in Q3 2025 and has held it in 4 quarters since. The position peaked at $710K in Q1 2026. 154 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Empirical Wealth Management held 5,395 shares of Allison Transmission worth $608K as of Q2 2026.
  • Empirical Wealth Management sold 673 Allison Transmission shares in Q2 2026, an estimated $81.7K.
  • Allison Transmission made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #599 holding.
  • Empirical Wealth Management first reported a position in Allison Transmission in Q3 2025 and has held it in 4 quarters since.
  • Empirical Wealth Management's Allison Transmission position peaked at $710K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.