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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
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 $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's ALSN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Allison Transmission (ALSN) stake by 42% in Q1 2026, buying an estimated $1.59K and bringing the position to 47 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Pinnacle Wealth Planning Services first reported a position in ALSN in Q4 2020 and has held it in 3 quarters since. 552 funds tracked by Wall St. Rank hold ALSN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 47 shares of Allison Transmission worth $5.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 14 Allison Transmission shares in Q1 2026, an estimated $1.59K.
  • Allison Transmission made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2234 holding.
  • Pinnacle Wealth Planning Services first reported a position in Allison Transmission in Q4 2020 and has held it in 3 quarters since.
  • 552 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.