True Wealth Design
ALSN icon

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
Q3 		$53.1K Buy
469
+13
+3% +$1.57K 0.01% 486
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
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Solidarity Wealth
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

True Wealth Design's ALSN Position: Q3 2026 in Review

True Wealth Design increased its Allison Transmission (ALSN) stake by 2.9% in Q3 2026, buying an estimated $1.57K and bringing the position to 469 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #486.

True Wealth Design first reported a position in ALSN in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q1 2024. 81 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

  • True Wealth Design held 469 shares of Allison Transmission worth $53.1K as of Q3 2026.
  • True Wealth Design bought 13 Allison Transmission shares in Q3 2026, an estimated $1.57K.
  • Allison Transmission made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #486 holding.
  • True Wealth Design first reported a position in Allison Transmission in Q3 2023 and has held it in 13 quarters since.
  • True Wealth Design's Allison Transmission position peaked at $1.02M in Q1 2024.
  • 81 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.