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Measured Wealth Private Client Group’s Allison Transmission ALSN Stock Holding History

Measured Wealth Private Client Group’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 		$11.4K Sell
101
-162
-62% -$19.7K ﹤0.01% 565
2026
Q1 		$30.8K Sell
263
-388
-60% -$44.1K 0.01% 371
2025
Q4 		$63.7K Sell
651
-788
-55% -$69.1K 0.02% 288
2025
Q3 		$122K Sell
1,439
-7,904
-85% -$703K 0.03% 224
2025
Q2 		$887K Buy
9,343
+1,144
+14% +$111K 0.27% 54
2025
Q1 		$784K Buy
8,199
+1,175
+17% +$125K 0.25% 55
2024
Q4 		$759K Sell
7,024
-337
-5% -$36.8K 0.25% 52
2024
Q3 		$707K Buy
7,361
+407
+6% +$34.9K 0.24% 57
2024
Q2 		$528K Buy
6,954
+3,176
+84% +$243K 0.19% 86
2024
Q1 		$307K Sell
3,778
-5,892
-61% -$397K 0.11% 146
2023
Q4 		$562K Buy
9,670
+1,203
+14% +$67.1K 0.21% 80
2023
Q3 		$500K Buy
8,467
+3,838
+83% +$226K 0.2% 81
2023
Q2 		$261K Sell
4,629
-314
-6% -$15.4K 0.1% 152
2023
Q1 		$224K Buy
+4,943
New +$222K 0.09% 163

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Measured Wealth Private Client Group's ALSN Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Allison Transmission (ALSN) stake by 62% in Q2 2026, selling an estimated $19.7K and leaving 101 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Measured Wealth Private Client Group first reported a position in ALSN in Q1 2023 and has held it in 14 quarters since. The position peaked at $887K in Q2 2025. 570 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Measured Wealth Private Client Group held 101 shares of Allison Transmission worth $11.4K as of Q2 2026.
  • Measured Wealth Private Client Group sold 162 Allison Transmission shares in Q2 2026, an estimated $19.7K.
  • Allison Transmission made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #565 holding.
  • Measured Wealth Private Client Group first reported a position in Allison Transmission in Q1 2023 and has held it in 14 quarters since.
  • Measured Wealth Private Client Group's Allison Transmission position peaked at $887K in Q2 2025.
  • 570 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.