EverSource Wealth Advisors, LLC
Position in ALSN — Allison Transmission Holdings Inc
CIK 1710537
BIRMINGHAM, AL
Position in ALSN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$94,022
-$45,275 QoQ
Shares Held
834
-29.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#67
of 108 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALSN Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $13,356,710 across 44 Auto Parts names. ALSN ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
|
2,788 | $8,910,274 | |
| 2 | LKQ |
Lkq Corp
|
70,413 | $1,853,973 | |
| 3 | ORLY |
O Reilly Automotive Inc
|
8,873 | $817,109 | |
| 4 | BWA |
Borgwarner Inc
|
7,783 | $516,787 | |
| 5 | GPC |
Genuine Parts Co
|
1,724 | $203,393 | |
| 6 | LEA |
Lear Corp
|
1,133 | $151,886 | |
| 7 | ALV |
Autoliv Inc
|
880 | $102,224 | |
| 8 | ALSN |
Allison Transmission Holdings Inc
This page
|
834 | $94,022 |
All Filings in ALSN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,022 | 834 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $139,297 | 1,190 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $71,660 | 732 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $53,218 | 627 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $96,698 | 1,018 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,983 | 188 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,448 | 180 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,566 | 110 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,348 | 110 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,976 | 49 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,151 | 37 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,181 | 20 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,129 | 20 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||