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Hemington Wealth Management’s Allison Transmission ALSN Stock Holding History

Hemington 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
2025
Q3 		$25K Sell
306
-33
-10% -$2.94K ﹤0.01% 557
2025
Q2 		$32K Buy
339
+22
+7% +$2.13K ﹤0.01% 456
2025
Q1 		$30K Buy
317
+16
+5% +$1.7K ﹤0.01% 449
2024
Q4 		$32K Buy
301
+33
+12% +$3.6K 0.01% 413
2024
Q3 		$28K Buy
+268
New +$23K 0.01% 419

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hemington Wealth Management's ALSN Position: Q3 2025 in Review

Hemington Wealth Management reduced its Allison Transmission (ALSN) stake by 9.7% in Q3 2025, selling an estimated $2.94K and leaving 306 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Hemington Wealth Management first reported a position in ALSN in Q3 2024 and has held it in 5 quarters since. The position peaked at $32K in Q2 2025. 512 funds tracked by Wall St. Rank hold ALSN as of Q3 2025.

  • Hemington Wealth Management held 306 shares of Allison Transmission worth $25K as of Q3 2025.
  • Hemington Wealth Management sold 33 Allison Transmission shares in Q3 2025, an estimated $2.94K.
  • Allison Transmission made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #557 holding.
  • Hemington Wealth Management first reported a position in Allison Transmission in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Allison Transmission position peaked at $32K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.