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Essential Partners’s Allison Transmission ALSN Stock Holding History

Essential 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 		$81.4K Hold
719
– – 0.04% 479
2026
Q2 		$81.1K Hold
719
– – 0.04% 475
2026
Q1 		$84.2K Hold
719
– – 0.03% 464
2025
Q4 		$70.4K Sell
719
-1,850
-72% -$162K 0.02% 525
2025
Q3 		$218K Buy
2,569
+305
+13% +$27.1K 0.07% 305
2025
Q2 		$215K Buy
+2,264
New +$219K 0.09% 267

Other funds holding ALSN

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Essential Partners's ALSN Position: Q3 2026 in Review

Essential Partners held its Allison Transmission (ALSN) position steady in Q3 2026 at 719 shares worth $81.4K. The position accounts for 0.04% of the portfolio, ranked #479.

Essential Partners first reported a position in ALSN in Q2 2025 and has held it in 6 quarters since. The position peaked at $218K in Q3 2025. 36 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

  • Essential Partners held 719 shares of Allison Transmission worth $81.4K as of Q3 2026.
  • Essential Partners left its Allison Transmission share count unchanged in Q3 2026.
  • Allison Transmission made up 0.04% of Essential Partners's portfolio in Q3 2026, its #479 holding.
  • Essential Partners first reported a position in Allison Transmission in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Allison Transmission position peaked at $218K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.