Triad Wealth Partners’s Allison Transmission ALSN Stock Holding History

Triad 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 Q3	$208K	Sell	1,835 -963	-34%	-$116K	0.01%	536
2026 Q2	$325K	Sell	2,798 -7,410	-73%	-$899K	0.02%	431
2026 Q1	$1.19M	Buy	10,208 +472	+5%	+$53.6K	0.09%	146
2025 Q4	$953K	Buy	+9,736	New	+$853K	0.09%	162
2024 Q3	–	Sell	-430	Closed	-$32.6K	–	77
2024 Q2	$32.6K	Buy	+430	New	+$33K	0.02%	281

Other funds holding ALSN

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

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

Triad Wealth Partners's ALSN Position: Q3 2026 in Review

Triad Wealth Partners reduced its Allison Transmission (ALSN) stake by 34% in Q3 2026, selling an estimated $116K and leaving 1,835 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #536.

Triad Wealth Partners first reported a position in ALSN in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.19M in Q1 2026. 334 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

Triad Wealth Partners held 1,835 shares of Allison Transmission worth $208K as of Q3 2026.
Triad Wealth Partners sold 963 Allison Transmission shares in Q3 2026, an estimated $116K.
Allison Transmission made up 0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #536 holding.
Triad Wealth Partners first reported a position in Allison Transmission in Q2 2024 and has held it in 5 quarters since.
Triad Wealth Partners's Allison Transmission position peaked at $1.19M in Q1 2026.
334 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.