Spire Wealth Management’s Allison Transmission ALSN Stock Holding History

Spire 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 Q1	–	Sell	-5	Closed	-$529	–	2250
2025 Q4	$529	Buy	+5	New	+$438	﹤0.01%	2289
2025 Q1	–	Sell	-17	Closed	-$1.8K	–	2466
2024 Q4	$1.8K	Sell	17 -29	-63%	-$3.17K	﹤0.01%	2273
2024 Q3	$4.42K	Hold	46	–	–	﹤0.01%	1848
2024 Q2	$3.49K	Buy	+46	New	+$3.53K	﹤0.01%	1905
2023 Q4	–	Sell	-16	Closed	-$945	–	2361
2023 Q3	$945	Buy	+16	New	+$942	﹤0.01%	2262
2023 Q2	–	Sell	-42	Closed	-$1.9K	–	2389
2023 Q1	$1.9K	Sell	42 -43	-51%	-$1.93K	﹤0.01%	2273
2022 Q4	$4K	Buy	+85	New	+$3.49K	﹤0.01%	1865
2022 Q3	–	Sell	-217	Closed	-$8K	–	2179
2022 Q2	$8K	Buy	217 +2	+0.9%	+$76	﹤0.01%	1976
2022 Q1	$8K	Sell	215 -70	-25%	-$2.75K	﹤0.01%	2087
2021 Q4	$10K	Buy	285 +72	+34%	+$2.54K	﹤0.01%	2362
2021 Q3	$8K	Buy	213 +1	+0.5%	+$38	﹤0.01%	2144
2021 Q2	$8K	Hold	212	–	–	﹤0.01%	2180
2021 Q1	$9K	Buy	+212	New	+$8.82K	﹤0.01%	2432

Other funds holding ALSN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Spire Wealth Management's ALSN Position: Q1 2026 in Review

Spire Wealth Management sold out of Allison Transmission (ALSN) in Q1 2026, closing a stake of 5 shares — an estimated $529 sold.

Spire Wealth Management first reported a position in ALSN in Q1 2021 and held it in 13 quarters. The position peaked at $10K in Q4 2021. 556 funds tracked by Wall St. Rank hold ALSN as of Q1 2026.

Spire Wealth Management reported no remaining Allison Transmission position as of Q1 2026 after selling out during the quarter.
Spire Wealth Management sold 5 Allison Transmission shares in Q1 2026, an estimated $529.
Spire Wealth Management first reported a position in Allison Transmission in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Allison Transmission position peaked at $10K in Q4 2021.
556 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.