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Pinnacle Wealth Planning Services’s Allison Transmission ALSN Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.3K Hold
47
– – ﹤0.01% 2277
2026
Q1 		$5.5K Buy
47
+14
+42% +$1.59K ﹤0.01% 2234
2025
Q4 		$3.23K Buy
+33
New +$2.89K ﹤0.01% 2381
2021
Q1 		– Sell
-33
Closed -$1K – 407
2020
Q4 		$1K Buy
+33
New +$1.33K ﹤0.01% 2042

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

Pinnacle Wealth Planning Services's ALSN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Allison Transmission (ALSN) position steady in Q2 2026 at 47 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Pinnacle Wealth Planning Services first reported a position in ALSN in Q4 2020 and has held it in 4 quarters since. The position peaked at $5.5K in Q1 2026. 571 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 47 shares of Allison Transmission worth $5.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Allison Transmission share count unchanged in Q2 2026.
  • Allison Transmission made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2277 holding.
  • Pinnacle Wealth Planning Services first reported a position in Allison Transmission in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Allison Transmission position peaked at $5.5K in Q1 2026.
  • 571 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.