Bell Investment Advisors’s Allison Transmission ALSN Stock Holding History

Bell Investment Advisors’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	$3.38K	Hold	30	–	–	﹤0.01%	1138
2026 Q1	$3.51K	Hold	30	–	–	﹤0.01%	1111
2025 Q4	$2.94K	Hold	30	–	–	﹤0.01%	1208
2025 Q3	$2.55K	Sell	30 -18	-38%	-$1.6K	﹤0.01%	1233
2025 Q2	$4.56K	Buy	48 +8	+20%	+$773	﹤0.01%	1023
2025 Q1	$3.83K	Hold	40	–	–	﹤0.01%	1034
2024 Q4	$4.32K	Buy	40 +10	+33%	+$1.09K	﹤0.01%	987
2024 Q3	$2.88K	Hold	30	–	–	﹤0.01%	1200
2024 Q2	$2.28K	Hold	30	–	–	﹤0.01%	1299
2024 Q1	$2.44K	Hold	30	–	–	﹤0.01%	1262
2023 Q4	$1.75K	Hold	30	–	–	﹤0.01%	1389
2023 Q3	$1.77K	Hold	30	–	–	﹤0.01%	1333
2023 Q2	$1.69K	Hold	30	–	–	﹤0.01%	1380
2023 Q1	$1.36K	Hold	30	–	–	﹤0.01%	1439
2022 Q4	$1.25K	Hold	30	–	–	﹤0.01%	1490
2022 Q3	$1K	Buy	30 +14	+88%	+$524	﹤0.01%	1299
2022 Q2	$1K	Buy	+16	New	+$611	﹤0.01%	1309
2021 Q4	$2K	Hold	44	–	–	﹤0.01%	1083
2021 Q3	$2K	Buy	+44	New	+$1.68K	﹤0.01%	1015

Other funds holding ALSN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bell Investment Advisors's ALSN Position: Q2 2026 in Review

Bell Investment Advisors held its Allison Transmission (ALSN) position steady in Q2 2026 at 30 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Bell Investment Advisors first reported a position in ALSN in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.56K in Q2 2025. 572 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

Bell Investment Advisors held 30 shares of Allison Transmission worth $3.38K as of Q2 2026.
Bell Investment Advisors left its Allison Transmission share count unchanged in Q2 2026.
Allison Transmission made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1138 holding.
Bell Investment Advisors first reported a position in Allison Transmission in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Allison Transmission position peaked at $4.56K in Q2 2025.
572 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.