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OneDigital Investment Advisors’s Allison Transmission ALSN Stock Holding History

OneDigital 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 		$262K Buy
2,322
+36
+2% +$4.37K ﹤0.01% 1368
2026
Q1 		$268K Sell
2,286
-804
-26% -$91.3K ﹤0.01% 1243
2025
Q4 		$303K Sell
3,090
-136
-4% -$11.9K ﹤0.01% 1203
2025
Q3 		$274K Sell
3,226
-24
-0.7% -$2.14K ﹤0.01% 1235
2025
Q2 		$309K Sell
3,250
-70
-2% -$6.76K ﹤0.01% 1149
2025
Q1 		$318K Buy
3,320
+682
+26% +$72.4K ﹤0.01% 1071
2024
Q4 		$285K Sell
2,638
-79
-3% -$8.63K ﹤0.01% 1150
2024
Q3 		$261K Buy
2,717
+61
+2% +$5.23K ﹤0.01% 1231
2024
Q2 		$202K Buy
+2,656
New +$204K ﹤0.01% 1302

Other funds holding ALSN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

OneDigital Investment Advisors increased its Allison Transmission (ALSN) stake by 1.6% in Q2 2026, buying an estimated $4.37K and bringing the position to 2,322 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

OneDigital Investment Advisors first reported a position in ALSN in Q2 2024 and has held it in 9 quarters since. The position peaked at $318K in Q1 2025. 365 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • OneDigital Investment Advisors held 2,322 shares of Allison Transmission worth $262K as of Q2 2026.
  • OneDigital Investment Advisors bought 36 Allison Transmission shares in Q2 2026, an estimated $4.37K.
  • Allison Transmission made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1368 holding.
  • OneDigital Investment Advisors first reported a position in Allison Transmission in Q2 2024 and has held it in 9 quarters since.
  • OneDigital Investment Advisors's Allison Transmission position peaked at $318K in Q1 2025.
  • 365 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

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