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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
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
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

Triad Wealth Partners's ALSN Position: Q2 2026 in Review

Triad Wealth Partners reduced its Allison Transmission (ALSN) stake by 73% in Q2 2026, selling an estimated $899K and leaving 2,798 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #431.

Triad Wealth Partners first reported a position in ALSN in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.19M in Q1 2026. 572 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Triad Wealth Partners held 2,798 shares of Allison Transmission worth $325K as of Q2 2026.
  • Triad Wealth Partners sold 7,410 Allison Transmission shares in Q2 2026, an estimated $899K.
  • Allison Transmission made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #431 holding.
  • Triad Wealth Partners first reported a position in Allison Transmission in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's Allison Transmission position peaked at $1.19M in Q1 2026.
  • 572 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.