EP Wealth Advisors, LLC
Position in ALSN — Allison Transmission Holdings Inc
CIK 1540569
TORRANCE, CA
Position in ALSN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$721,536
-$154,892 QoQ
Shares Held
6,400
-14.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#295
of 563 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in ALSN Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $38,348,530 across 5 Auto Parts names. ALSN ranks #2 (1.9% of the industry book) .
All Filings in ALSN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,536 | 6,400 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $876,428 | 7,487 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $761,857 | 7,782 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $460,986 | 4,853 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $398,656 | 4,167 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $413,113 | 3,823 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $336,917 | 3,507 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||