SWP
ALSN icon

Sagespring Wealth Partners’s Allison Transmission ALSN Stock Holding History

Sagespring Wealth Partners’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 		$202K Sell
1,789
-268
-13% -$32.5K ﹤0.01% 829
2026
Q1 		$241K Sell
2,057
-351
-15% -$39.9K ﹤0.01% 730
2025
Q4 		$236K Buy
+2,408
New +$211K ﹤0.01% 705

Other funds holding ALSN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SW
Solidarity Wealth Lehi, Utah $574M AUM 22.42% 1-Year Est. Return

Sagespring Wealth Partners's ALSN Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Allison Transmission (ALSN) stake by 13% in Q2 2026, selling an estimated $32.5K and leaving 1,789 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Sagespring Wealth Partners first reported a position in ALSN in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q1 2026. 287 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Sagespring Wealth Partners held 1,789 shares of Allison Transmission worth $202K as of Q2 2026.
  • Sagespring Wealth Partners sold 268 Allison Transmission shares in Q2 2026, an estimated $32.5K.
  • Allison Transmission made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #829 holding.
  • Sagespring Wealth Partners first reported a position in Allison Transmission in Q4 2025 and has held it in 3 quarters since.
  • Sagespring Wealth Partners's Allison Transmission position peaked at $241K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.