Kaizen Financial Strategies’s Allison Transmission ALSN Stock Holding History

Kaizen Financial Strategies’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	$294K	Hold	2,500	–	–	0.1%	138
2026 Q1	$314K	Hold	2,500	–	–	0.13%	121
2025 Q4	$245K	Hold	2,500	–	–	0.11%	141
2025 Q3	$204K	Hold	2,500	–	–	0.09%	150
2025 Q2	$237K	Sell	2,500 -100	-4%	-$9.66K	0.12%	127
2025 Q1	$249K	Hold	2,600	–	–	0.14%	116
2024 Q4	$281K	Hold	2,600	–	–	0.16%	102
2024 Q3	$250K	Hold	2,600	–	–	0.14%	117
2024 Q2	$229K	Sell	2,600 -850	-25%	-$65.1K	0.14%	115
2024 Q1	$280K	Buy	+3,450	New	+$233K	0.19%	89

Other funds holding ALSN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kaizen Financial Strategies's ALSN Position: Q2 2026 in Review

Kaizen Financial Strategies held its Allison Transmission (ALSN) position steady in Q2 2026 at 2,500 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #138.

Kaizen Financial Strategies first reported a position in ALSN in Q1 2024 and has held it in 10 quarters since. The position peaked at $314K in Q1 2026. 571 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

Kaizen Financial Strategies held 2,500 shares of Allison Transmission worth $294K as of Q2 2026.
Kaizen Financial Strategies left its Allison Transmission share count unchanged in Q2 2026.
Allison Transmission made up 0.1% of Kaizen Financial Strategies's portfolio in Q2 2026, its #138 holding.
Kaizen Financial Strategies first reported a position in Allison Transmission in Q1 2024 and has held it in 10 quarters since.
Kaizen Financial Strategies's Allison Transmission position peaked at $314K in Q1 2026.
571 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.