JWA
ALSN icon

JFS Wealth Advisors’s Allison Transmission ALSN Stock Holding History

JFS Wealth Advisors’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 		$12.3K Hold
109
– – ﹤0.01% 925
2026
Q1 		$12.8K Buy
109
+1
+0.9% +$114 ﹤0.01% 860
2025
Q4 		$10.6K Buy
108
+23
+27% +$2.02K ﹤0.01% 953
2025
Q3 		$7.21K Hold
85
– – ﹤0.01% 992
2025
Q2 		$8.07K Buy
85
+1
+1% +$97 ﹤0.01% 934
2025
Q1 		$8.04K Sell
84
-1
-1% -$106 ﹤0.01% 950
2024
Q4 		$9.19K Buy
85
+1
+1% +$109 ﹤0.01% 876
2024
Q3 		$8.07K Buy
84
+2
+2% +$171 ﹤0.01% 932
2024
Q2 		$6.22K Hold
82
– – ﹤0.01% 974
2024
Q1 		$6.66K Hold
82
– – ﹤0.01% 982
2023
Q4 		$4.77K Sell
82
-2
-2% -$112 ﹤0.01% 1078
2023
Q3 		$4.96K Buy
84
+2
+2% +$118 ﹤0.01% 994
2023
Q2 		$4.63K Sell
82
-4
-5% -$197 ﹤0.01% 1039
2023
Q1 		$3.89K Buy
86
+16
+23% +$719 ﹤0.01% 1091
2022
Q4 		$2.91K Buy
70
+3
+4% +$123 ﹤0.01% 1223
2022
Q3 		$2K Sell
67
-40
-37% -$1.5K ﹤0.01% 1271
2022
Q2 		$4K Buy
107
+42
+65% +$1.6K ﹤0.01% 1036
2022
Q1 		$3K Buy
65
+41
+171% +$1.61K ﹤0.01% 1200
2021
Q4 		$1K Buy
+24
New +$848 ﹤0.01% 1239

Other funds holding ALSN

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return