UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in ALSN — Allison Transmission Holdings Inc
CIK 1463217
IRVING, TX
Position in ALSN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$867,083
-$53,593 QoQ
Shares Held
7,691
-2.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#274
of 563 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALSN Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $18,801,925 across 15 Auto Parts names. ALSN ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
74,343 | $6,846,246 | |
| 2 | AZO |
Autozone Inc
|
1,216 | $3,886,262 | |
| 3 | APTV |
Aptiv PLC
|
24,112 | $1,479,994 | |
| 4 | GPC |
Genuine Parts Co
|
9,379 | $1,106,534 | |
| 5 | ATMU |
Atmus Filtration Technologies Inc.
|
20,342 | $1,037,238 | |
| 6 | BWA |
Borgwarner Inc
|
13,359 | $887,037 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
This page
|
7,691 | $867,083 | |
| 8 | GNTX |
Gentex Corp
|
21,345 | $539,388 |
All Filings in ALSN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,083 | 7,691 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $920,676 | 7,865 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||