Position in ALSN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$51,409
-$6,886 QoQ
Shares Held
456
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#464
of 563 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALSN Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $611,622 across 30 Auto Parts names. ALSN ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWA |
Borgwarner Inc
|
2,046 | $135,854 | |
| 2 | ALV |
Autoliv Inc
|
587 | $68,191 | |
| 3 | LKQ |
Lkq Corp
|
1,964 | $51,712 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
This page
|
456 | $51,409 | |
| 5 | GPC |
Genuine Parts Co
|
407 | $48,017 | |
| 6 | ORLY |
O Reilly Automotive Inc
|
506 | $46,597 | |
| 7 | APTV |
Aptiv PLC
|
640 | $39,283 | |
| 8 | AZO |
Autozone Inc
|
9 | $28,763 |
All Filings in ALSN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,409 | 456 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $58,295 | 498 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $50,516 | 516 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $38,365 | 452 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $22,227 | 234 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $19,803 | 207 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,584 | 209 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,537 | 245 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $930,989 | 12,266 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,017,746 | 12,540 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $789,444 | 13,576 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $810,834 | 13,729 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||