True Wealth Design’s Allison Transmission ALSN Stock Holding History

True Wealth Design’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	$51.4K	Sell	456 -42	-8%	-$5.1K	0.01%	477
2026 Q1	$58.3K	Sell	498 -18	-3%	-$2.04K	0.02%	357
2025 Q4	$50.5K	Buy	516 +64	+14%	+$5.61K	0.01%	328
2025 Q3	$38.4K	Buy	452 +218	+93%	+$19.4K	0.01%	394
2025 Q2	$22.2K	Buy	234 +27	+13%	+$2.61K	0.01%	358
2025 Q1	$19.8K	Sell	207 -2	-1%	-$212	0.01%	347
2024 Q4	$22.6K	Sell	209 -36	-15%	-$3.93K	0.01%	305
2024 Q3	$23.5K	Sell	245 -12,021	-98%	-$1.03M	0.01%	302
2024 Q2	$931K	Sell	12,266 -274	-2%	-$21K	0.23%	39
2024 Q1	$1.02M	Sell	12,540 -1,036	-8%	-$69.8K	0.25%	32
2023 Q4	$789K	Sell	13,576 -153	-1%	-$8.54K	0.22%	72
2023 Q3	$811K	Buy	+13,729	New	+$808K	0.27%	46

Other funds holding ALSN

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return