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Retirement Wealth Solutions’s Allison Transmission ALSN Stock Holding History

Retirement Wealth Solutions’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 		$4.29K Hold
38
– – ﹤0.01% 376
2026
Q1 		$4.45K Hold
38
– – ﹤0.01% 343
2025
Q4 		$3.72K Sell
38
-1
-3% -$88 ﹤0.01% 357
2025
Q3 		$3.34K Hold
39
– – ﹤0.01% 373
2025
Q2 		$3.74K Sell
39
-46
-54% -$4.45K ﹤0.01% 333
2025
Q1 		$8.17K Sell
85
-38
-31% -$4.03K 0.01% 246
2024
Q4 		$13.4K Buy
+123
New +$13.4K 0.01% 193

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

Retirement Wealth Solutions's ALSN Position: Q2 2026 in Review

Retirement Wealth Solutions held its Allison Transmission (ALSN) position steady in Q2 2026 at 38 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Retirement Wealth Solutions first reported a position in ALSN in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.4K in Q4 2024. 571 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Retirement Wealth Solutions held 38 shares of Allison Transmission worth $4.29K as of Q2 2026.
  • Retirement Wealth Solutions left its Allison Transmission share count unchanged in Q2 2026.
  • Allison Transmission made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #376 holding.
  • Retirement Wealth Solutions first reported a position in Allison Transmission in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Allison Transmission position peaked at $13.4K in Q4 2024.
  • 571 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.