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Williamson Legacy Group’s Allison Transmission ALSN Stock Holding History

Williamson Legacy Group’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
Q2 		– Sell
-3,529
Closed -$338K – 108
2025
Q1 		$338K Buy
3,529
+177
+5% +$18.8K 0.32% 89
2024
Q4 		$362K Buy
+3,352
New +$366K 0.24% 95

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 $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Williamson Legacy Group's ALSN Position: Q2 2025 in Review

Williamson Legacy Group sold out of Allison Transmission (ALSN) in Q2 2025, closing a stake of 3,529 shares — an estimated $338K sold.

Williamson Legacy Group first reported a position in ALSN in Q4 2024 and held it in 2 quarters. The position peaked at $362K in Q4 2024. 537 funds tracked by Wall St. Rank hold ALSN as of Q2 2025.

  • Williamson Legacy Group reported no remaining Allison Transmission position as of Q2 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 3,529 Allison Transmission shares in Q2 2025, an estimated $338K.
  • Williamson Legacy Group first reported a position in Allison Transmission in Q4 2024 and held it in 2 quarters.
  • Williamson Legacy Group's Allison Transmission position peaked at $362K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.