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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
Q2 		$2.03K Buy
+18
New +$2.18K ﹤0.01% 451

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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

GoalVest Advisory's ALSN Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Allison Transmission (ALSN) in Q2 2026: 18 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #451 among its holdings.

57 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • GoalVest Advisory held 18 shares of Allison Transmission worth $2.03K as of Q2 2026.
  • Allison Transmission was a new GoalVest Advisory position in Q2 2026.
  • Allison Transmission made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #451 holding.
  • 57 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.