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EverSource Wealth Advisors’s Allison Transmission ALSN Stock Holding History

EverSource Wealth 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 		$94K Sell
834
-356
-30% -$43.2K ﹤0.01% 1419
2026
Q1 		$139K Buy
1,190
+458
+63% +$52K ﹤0.01% 1244
2025
Q4 		$71.7K Buy
732
+105
+17% +$9.2K ﹤0.01% 1496
2025
Q3 		$53.2K Sell
627
-391
-38% -$34.8K ﹤0.01% 1669
2025
Q2 		$96.7K Buy
1,018
+830
+441% +$80.2K ﹤0.01% 1225
2025
Q1 		$18K Buy
188
+8
+4% +$849 ﹤0.01% 1745
2024
Q4 		$19.5K Buy
180
+70
+64% +$7.64K ﹤0.01% 1639
2024
Q3 		$10.6K Hold
110
– – ﹤0.01% 1832
2024
Q2 		$9.74K Buy
110
+61
+124% +$4.67K ﹤0.01% 1869
2024
Q1 		$3.6K Buy
49
+12
+32% +$809 ﹤0.01% 2192
2023
Q4 		$2.15K Buy
37
+17
+85% +$949 ﹤0.01% 2143
2023
Q3 		$1.18K Hold
20
– – ﹤0.01% 2153
2023
Q2 		$1.13K Buy
+20
New +$984 ﹤0.01% 2176

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

EverSource Wealth Advisors's ALSN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Allison Transmission (ALSN) stake by 30% in Q2 2026, selling an estimated $43.2K and leaving 834 shares worth $94K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

EverSource Wealth Advisors first reported a position in ALSN in Q2 2023 and has held it in 13 quarters since. The position peaked at $139K in Q1 2026. 572 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • EverSource Wealth Advisors held 834 shares of Allison Transmission worth $94K as of Q2 2026.
  • EverSource Wealth Advisors sold 356 Allison Transmission shares in Q2 2026, an estimated $43.2K.
  • Allison Transmission made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1419 holding.
  • EverSource Wealth Advisors first reported a position in Allison Transmission in Q2 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Allison Transmission position peaked at $139K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.