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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Triad Wealth Partners's ALSN Position: Q1 2026 in Review

Triad Wealth Partners increased its Allison Transmission (ALSN) stake by 4.8% in Q1 2026, buying an estimated $53.6K and bringing the position to 10,208 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #146.

Triad Wealth Partners first reported a position in ALSN in Q2 2024 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold ALSN as of Q1 2026.

  • Triad Wealth Partners held 10,208 shares of Allison Transmission worth $1.19M as of Q1 2026.
  • Triad Wealth Partners bought 472 Allison Transmission shares in Q1 2026, an estimated $53.6K.
  • Allison Transmission made up 0.09% of Triad Wealth Partners's portfolio in Q1 2026, its #146 holding.
  • Triad Wealth Partners first reported a position in Allison Transmission in Q2 2024 and has held it in 3 quarters since.
  • 553 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.