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 Q3	$4.3K	Hold	38	–	–	﹤0.01%	411
2026 Q2	$4.28K	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%	-$4.44K	﹤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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return

Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Retirement Wealth Solutions's ALSN Position: Q3 2026 in Review

Retirement Wealth Solutions held its Allison Transmission (ALSN) position steady in Q3 2026 at 38 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Retirement Wealth Solutions first reported a position in ALSN in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.4K in Q4 2024. 112 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

Retirement Wealth Solutions held 38 shares of Allison Transmission worth $4.3K as of Q3 2026.
Retirement Wealth Solutions left its Allison Transmission share count unchanged in Q3 2026.
Allison Transmission made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #411 holding.
Retirement Wealth Solutions first reported a position in Allison Transmission in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Allison Transmission position peaked at $13.4K in Q4 2024.
112 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.