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Wealthspire Advisors (New York)’s Allison Transmission ALSN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-81
Closed -$6.88K – 1101
2025
Q3 		$6.88K Buy
+81
New +$7.21K ﹤0.01% 2198

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s ALSN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Allison Transmission (ALSN) in Q4 2025, closing a stake of 81 shares — an estimated $6.88K sold.

Wealthspire Advisors (New York) first reported a position in ALSN in Q3 2025 and held it in 1 quarter. The position peaked at $6.88K in Q3 2025. 524 funds tracked by Wall St. Rank hold ALSN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Allison Transmission position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 81 Allison Transmission shares in Q4 2025, an estimated $6.88K.
  • Wealthspire Advisors (New York) first reported a position in Allison Transmission in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Allison Transmission position peaked at $6.88K in Q3 2025.
  • 524 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.