Marshall Financial Group (Maryland)’s Allison Transmission ALSN Stock Holding History

Marshall Financial Group (Maryland)’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	$648K	Buy	+5,744	New	+$697K	0.09%	192

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

Marshall Financial Group (Maryland)'s ALSN Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Allison Transmission (ALSN) in Q2 2026: 5,744 shares worth $648K. The stake represents 0.09% of the portfolio and ranks #192 among its holdings.

572 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

Marshall Financial Group (Maryland) held 5,744 shares of Allison Transmission worth $648K as of Q2 2026.
Allison Transmission was a new Marshall Financial Group (Maryland) position in Q2 2026.
Allison Transmission made up 0.09% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #192 holding.
572 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.