Mount Yale Investment Advisors’s Allison Transmission ALSN Stock Holding History

Mount Yale 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 Q1	$419K	Buy	+3,577	New	+$406K	0.01%	773
2025 Q3	–	Sell	-1,866	Closed	-$177K	–	711
2025 Q2	$177K	Buy	+1,866	New	+$180K	0.01%	556
2018 Q4	–	Sell	-31	Closed	-$1K	–	332
2018 Q3	$1K	Hold	31	–	–	﹤0.01%	917
2018 Q2	$1K	Hold	31	–	–	﹤0.01%	929
2018 Q1	$1K	Buy	+31	New	+$1.29K	﹤0.01%	923

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 $6.73T AUM 46.02% 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 $113B AUM 38.87% 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 $55.1B AUM 45.38% 1-Year Est. Return

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

Mount Yale Investment Advisors's ALSN Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Allison Transmission (ALSN) in Q1 2026: 3,577 shares worth $419K. The stake represents 0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ALSN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ALSN in Q1 2018 and has held it in 5 quarters since. 554 funds tracked by Wall St. Rank hold ALSN as of Q1 2026.

Mount Yale Investment Advisors held 3,577 shares of Allison Transmission worth $419K as of Q1 2026.
Allison Transmission was a new Mount Yale Investment Advisors position in Q1 2026.
Allison Transmission made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #773 holding.
Mount Yale Investment Advisors first reported a position in Allison Transmission in Q1 2018 and has held it in 5 quarters since.
554 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.