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Sequoia Financial Advisors’s Allison Transmission ALSN Stock Holding History

Sequoia Financial 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 		$314K Sell
2,784
-80
-3% -$9.71K ﹤0.01% 1644
2026
Q1 		$335K Sell
2,864
-1,351
-32% -$153K ﹤0.01% 1502
2025
Q4 		$413K Buy
+4,215
New +$369K ﹤0.01% 1385

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

Sequoia Financial Advisors's ALSN Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Allison Transmission (ALSN) stake by 2.8% in Q2 2026, selling an estimated $9.71K and leaving 2,784 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Sequoia Financial Advisors first reported a position in ALSN in Q4 2025 and has held it in 3 quarters since. The position peaked at $413K in Q4 2025. 569 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Sequoia Financial Advisors held 2,784 shares of Allison Transmission worth $314K as of Q2 2026.
  • Sequoia Financial Advisors sold 80 Allison Transmission shares in Q2 2026, an estimated $9.71K.
  • Allison Transmission made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1644 holding.
  • Sequoia Financial Advisors first reported a position in Allison Transmission in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Allison Transmission position peaked at $413K in Q4 2025.
  • 569 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.