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 Q2	$382K	Buy	3,578 +1	+0%	+$121	0.01%	886
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 $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

Mount Yale Investment Advisors's ALSN Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Allison Transmission (ALSN) stake by 0.03% in Q2 2026, buying an estimated $121 and bringing the position to 3,578 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #886.

Mount Yale Investment Advisors first reported a position in ALSN in Q1 2018 and has held it in 6 quarters since. The position peaked at $419K in Q1 2026. 572 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

Mount Yale Investment Advisors held 3,578 shares of Allison Transmission worth $382K as of Q2 2026.
Mount Yale Investment Advisors bought 1 Allison Transmission share in Q2 2026, an estimated $121.
Allison Transmission made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #886 holding.
Mount Yale Investment Advisors first reported a position in Allison Transmission in Q1 2018 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Allison Transmission position peaked at $419K in Q1 2026.
572 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.