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Principia Wealth Advisory’s Allison Transmission ALSN Stock Holding History

Principia Wealth Advisory’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 		$113 Buy
+1
New +$121 ﹤0.01% 1026
2025
Q4 		– Sell
-1
Closed -$85 – 1018
2025
Q3 		$85 Sell
1
-3
-75% -$267 ﹤0.01% 942
2025
Q2 		$380 Buy
+4
New +$386 ﹤0.01% 798

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

Principia Wealth Advisory's ALSN Position: Q2 2026 in Review

Principia Wealth Advisory opened a new position in Allison Transmission (ALSN) in Q2 2026: 1 share worth $113. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in ALSN as recently as Q3 2025.

Principia Wealth Advisory first reported a position in ALSN in Q2 2025 and has held it in 3 quarters since. The position peaked at $380 in Q2 2025. 571 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Principia Wealth Advisory held 1 share of Allison Transmission worth $113 as of Q2 2026.
  • Allison Transmission was a new Principia Wealth Advisory position in Q2 2026.
  • Allison Transmission made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1026 holding.
  • Principia Wealth Advisory first reported a position in Allison Transmission in Q2 2025 and has held it in 3 quarters since.
  • Principia Wealth Advisory's Allison Transmission position peaked at $380 in Q2 2025.
  • 571 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.