GoalVest Advisory’s Allison Transmission ALSN Stock Holding History

GoalVest Advisory’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	–	Sell	-18	Closed	-$2.03K	–	729
2026 Q2	$2.03K	Buy	+18	New	+$2.18K	﹤0.01%	451

Other funds holding ALSN

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

GoalVest Advisory's ALSN Position: Q3 2026 in Review

GoalVest Advisory sold out of Allison Transmission (ALSN) in Q3 2026, closing a stake of 18 shares — an estimated $2.03K sold.

GoalVest Advisory first reported a position in ALSN in Q2 2026 and held it in 1 quarter. The position peaked at $2.03K in Q2 2026. 478 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

GoalVest Advisory reported no remaining Allison Transmission position as of Q3 2026 after selling out during the quarter.
GoalVest Advisory sold 18 Allison Transmission shares in Q3 2026, an estimated $2.03K.
GoalVest Advisory first reported a position in Allison Transmission in Q2 2026 and held it in 1 quarter.
GoalVest Advisory's Allison Transmission position peaked at $2.03K in Q2 2026.
478 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.