Wealth Enhancement Advisory Services
ALSN icon

Wealth Enhancement Advisory Services’s Allison Transmission ALSN Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.5M Buy
21,908
+465
+2% +$56.4K ﹤0.01% 1423
2026
Q1 		$2.51M Sell
21,443
-4,459
-17% -$507K 0.01% 1269
2025
Q4 		$2.63M Buy
25,902
+5,745
+29% +$504K ﹤0.01% 1365
2025
Q3 		$1.69M Sell
20,157
-5,561
-22% -$495K ﹤0.01% 1548
2025
Q2 		$2.52M Buy
25,718
+10,075
+64% +$973K ﹤0.01% 1241
2025
Q1 		$1.5M Sell
15,643
-1,458
-9% -$155K ﹤0.01% 1391
2024
Q4 		$1.85M Buy
17,101
+1,831
+12% +$200K ﹤0.01% 1219
2024
Q3 		$1.47M Buy
15,270
+4,837
+46% +$415K ﹤0.01% 1204
2024
Q2 		$792K Buy
10,433
+51
+0.5% +$3.91K ﹤0.01% 1385
2024
Q1 		$843K Sell
10,382
-212
-2% -$14.3K ﹤0.01% 1317
2023
Q4 		$616K Buy
10,594
+684
+7% +$38.2K ﹤0.01% 1392
2023
Q3 		$585K Buy
+9,910
New +$583K ﹤0.01% 1342
2019
Q1 		– Sell
-20,604
Closed -$1.03M – 180
2018
Q4 		$1.03M Buy
+20,604
New +$956K 0.06% 114

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

Wealth Enhancement Advisory Services's ALSN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Allison Transmission (ALSN) stake by 2.2% in Q2 2026, buying an estimated $56.4K and bringing the position to 21,908 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Wealth Enhancement Advisory Services first reported a position in ALSN in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.63M in Q4 2025. 571 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,908 shares of Allison Transmission worth $2.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 465 Allison Transmission shares in Q2 2026, an estimated $56.4K.
  • Allison Transmission made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1423 holding.
  • Wealth Enhancement Advisory Services first reported a position in Allison Transmission in Q4 2018 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Allison Transmission position peaked at $2.63M in Q4 2025.
  • 571 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.