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Toth Financial Advisory’s Allison Transmission ALSN Stock Holding History

Toth Financial Advisory’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 		$2.49K Buy
+22
New +$2.65K ﹤0.01% 762
2022
Q3 		– Sell
-1,000
Closed -$38K – 739
2022
Q2 		$38K Sell
1,000
-13,825
-93% -$528K 0.01% 296
2022
Q1 		$582K Buy
+14,825
New +$583K 0.09% 151

Other funds holding ALSN

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Toth Financial Advisory's ALSN Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Allison Transmission (ALSN) in Q3 2026: 22 shares worth $2.49K. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in ALSN as recently as Q2 2022.

Toth Financial Advisory first reported a position in ALSN in Q1 2022 and has held it in 3 quarters since. The position peaked at $582K in Q1 2022. 35 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

  • Toth Financial Advisory held 22 shares of Allison Transmission worth $2.49K as of Q3 2026.
  • Allison Transmission was a new Toth Financial Advisory position in Q3 2026.
  • Allison Transmission made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #762 holding.
  • Toth Financial Advisory first reported a position in Allison Transmission in Q1 2022 and has held it in 3 quarters since.
  • Toth Financial Advisory's Allison Transmission position peaked at $582K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.