Merited Wealth’s Allison Transmission ALSN Stock Holding History

Merited Wealth’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 Q1	–	Sell	-20	Closed	-$1.96K	–	88
2025 Q4	$1.96K	Buy	+20	New	+$1.75K	﹤0.01%	260

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

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Merited Wealth's ALSN Position: Q1 2026 in Review

Merited Wealth sold out of Allison Transmission (ALSN) in Q1 2026, closing a stake of 20 shares — an estimated $1.96K sold.

Merited Wealth first reported a position in ALSN in Q4 2025 and held it in 1 quarter. The position peaked at $1.96K in Q4 2025. 554 funds tracked by Wall St. Rank hold ALSN as of Q1 2026.

Merited Wealth reported no remaining Allison Transmission position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 20 Allison Transmission shares in Q1 2026, an estimated $1.96K.
Merited Wealth first reported a position in Allison Transmission in Q4 2025 and held it in 1 quarter.
Merited Wealth's Allison Transmission position peaked at $1.96K in Q4 2025.
554 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.