Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Allison Transmission ALSN Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-5,857
Closed -$497K – 498
2025
Q3 		$497K Buy
5,857
+3,162
+117% +$281K ﹤0.01% 1037
2025
Q2 		$256K Buy
+2,695
New +$260K ﹤0.01% 1192

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Boston Partners
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LSV Asset Management
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Bank of Montreal
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LCOV
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Geode Capital Management
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Kovitz Investment Group Partners's ALSN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Allison Transmission (ALSN) in Q4 2025, closing a stake of 5,857 shares — an estimated $497K sold.

Kovitz Investment Group Partners first reported a position in ALSN in Q2 2025 and held it in 2 quarters. The position peaked at $497K in Q3 2025. 524 funds tracked by Wall St. Rank hold ALSN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Allison Transmission position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,857 Allison Transmission shares in Q4 2025, an estimated $497K.
  • Kovitz Investment Group Partners first reported a position in Allison Transmission in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Allison Transmission position peaked at $497K in Q3 2025.
  • 524 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.