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SHP Wealth Management’s Allison Transmission ALSN Stock Holding History

SHP Wealth Management’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 		$1.38K Buy
12
+2
+20% +$243 ﹤0.01% 1500
2026
Q1 		$1.17K Buy
10
+5
+100% +$568 ﹤0.01% 1421
2025
Q4 		$490 Buy
+5
New +$438 ﹤0.01% 1369

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

SHP Wealth Management's ALSN Position: Q2 2026 in Review

SHP Wealth Management increased its Allison Transmission (ALSN) stake by 20% in Q2 2026, buying an estimated $243 and bringing the position to 12 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

SHP Wealth Management first reported a position in ALSN in Q4 2025 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • SHP Wealth Management held 12 shares of Allison Transmission worth $1.38K as of Q2 2026.
  • SHP Wealth Management bought 2 Allison Transmission shares in Q2 2026, an estimated $243.
  • Allison Transmission made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1500 holding.
  • SHP Wealth Management first reported a position in Allison Transmission in Q4 2025 and has held it in 3 quarters since.
  • 572 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.