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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EverSource Wealth Advisors's ALSN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Allison Transmission (ALSN) stake by 63% in Q1 2026, buying an estimated $52K and bringing the position to 1,190 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

EverSource Wealth Advisors first reported a position in ALSN in Q2 2023 and has held it in 12 quarters since. 552 funds tracked by Wall St. Rank hold ALSN as of Q1 2026.

EverSource Wealth Advisors held 1,190 shares of Allison Transmission worth $139K as of Q1 2026.
EverSource Wealth Advisors bought 458 Allison Transmission shares in Q1 2026, an estimated $52K.
Allison Transmission made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1244 holding.
EverSource Wealth Advisors first reported a position in Allison Transmission in Q2 2023 and has held it in 12 quarters since.
552 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.