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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

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

True Wealth Design's ALSN Position: Q2 2026 in Review

True Wealth Design reduced its Allison Transmission (ALSN) stake by 8.4% in Q2 2026, selling an estimated $5.1K and leaving 456 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #477.

True Wealth Design first reported a position in ALSN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q1 2024. 571 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • True Wealth Design held 456 shares of Allison Transmission worth $51.4K as of Q2 2026.
  • True Wealth Design sold 42 Allison Transmission shares in Q2 2026, an estimated $5.1K.
  • Allison Transmission made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #477 holding.
  • True Wealth Design first reported a position in Allison Transmission in Q3 2023 and has held it in 12 quarters since.
  • True Wealth Design's Allison Transmission position peaked at $1.02M in Q1 2024.
  • 571 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.