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Evoke Wealth’s Allison Transmission ALSN Stock Holding History

Evoke Wealth’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 		– Sell
-2,389
Closed -$280K – 30
2026
Q1 		$280K Sell
2,389
-152
-6% -$17.3K 0.01% 561
2025
Q4 		$249K Buy
2,541
+133
+6% +$11.7K ﹤0.01% 572
2025
Q3 		$204K Sell
2,408
-769
-24% -$68.4K ﹤0.01% 608
2025
Q2 		$302K Buy
3,177
+1,002
+46% +$96.8K 0.01% 455
2025
Q1 		$208K Buy
2,175
+61
+3% +$6.47K 0.01% 415
2024
Q4 		$228K Buy
+2,114
New +$231K 0.01% 390

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evoke Wealth's ALSN Position: Q2 2026 in Review

Evoke Wealth sold out of Allison Transmission (ALSN) in Q2 2026, closing a stake of 2,389 shares — an estimated $280K sold.

Evoke Wealth first reported a position in ALSN in Q4 2024 and held it in 6 quarters. The position peaked at $302K in Q2 2025. 569 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Evoke Wealth reported no remaining Allison Transmission position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,389 Allison Transmission shares in Q2 2026, an estimated $280K.
  • Evoke Wealth first reported a position in Allison Transmission in Q4 2024 and held it in 6 quarters.
  • Evoke Wealth's Allison Transmission position peaked at $302K in Q2 2025.
  • 569 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.