Physician Wealth Advisors
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Physician Wealth Advisors’s Allison Transmission ALSN Stock Holding History

Physician Wealth Advisors’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
Q3 		$2.04K Hold
18
– – ﹤0.01% 1565
2026
Q2 		$2.03K Buy
18
+9
+100% +$1.09K ﹤0.01% 1498
2026
Q1 		$1.05K Buy
+9
New +$1.02K ﹤0.01% 1655

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Physician Wealth Advisors's ALSN Position: Q3 2026 in Review

Physician Wealth Advisors held its Allison Transmission (ALSN) position steady in Q3 2026 at 18 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Physician Wealth Advisors first reported a position in ALSN in Q1 2026 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

  • Physician Wealth Advisors held 18 shares of Allison Transmission worth $2.04K as of Q3 2026.
  • Physician Wealth Advisors left its Allison Transmission share count unchanged in Q3 2026.
  • Allison Transmission made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1565 holding.
  • Physician Wealth Advisors first reported a position in Allison Transmission in Q1 2026 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.