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Mark Sheptoff Financial Planning’s Allison Transmission ALSN Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-46
Closed -$4.37K – 490
2025
Q2 		$4.37K Buy
+46
New +$4.45K ﹤0.01% 410
2022
Q2 		– Sell
-17
Closed -$1K – 381
2022
Q1 		$1K Hold
17
– – ﹤0.01% 397
2021
Q4 		$1K Buy
+17
New +$601 ﹤0.01% 426

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

Mark Sheptoff Financial Planning's ALSN Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Allison Transmission (ALSN) in Q3 2025, closing a stake of 46 shares — an estimated $4.37K sold.

Mark Sheptoff Financial Planning first reported a position in ALSN in Q4 2021 and held it in 3 quarters. The position peaked at $4.37K in Q2 2025. 512 funds tracked by Wall St. Rank hold ALSN as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Allison Transmission position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 46 Allison Transmission shares in Q3 2025, an estimated $4.37K.
  • Mark Sheptoff Financial Planning first reported a position in Allison Transmission in Q4 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Allison Transmission position peaked at $4.37K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.