Capital Advantage’s Autoliv ALV Stock Holding History

Capital Advantage’s Portfolio ALV Stock Details ALV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$833K	Sell	7,445 -853	-10%	-$102K	0.1%	81
2026 Q2	$964K	Hold	8,298	–	–	0.12%	73
2026 Q1	$873K	Hold	8,298	–	–	0.11%	74
2025 Q4	$985K	Hold	8,298	–	–	0.13%	66
2025 Q3	$1.02M	Hold	8,298	–	–	0.15%	60
2025 Q2	$929K	Hold	8,298	–	–	0.15%	65
2025 Q1	$778K	Hold	8,298	–	–	0.14%	65
2024 Q4	$778K	Buy	+8,298	New	+$798K	0.14%	65
2021 Q2	–	Sell	-8,298	Closed	-$770K	–	50
2021 Q1	$770K	Hold	8,298	–	–	0.21%	43
2020 Q4	$771K	Sell	8,298 -37	-0.4%	-$3.2K	0.23%	40
2020 Q3	$695K	Sell	8,335 -42	-0.5%	-$2.98K	0.23%	39
2020 Q2	$540K	Hold	8,377	–	–	0.19%	46
2020 Q1	$471K	Hold	8,377	–	–	0.18%	47
2019 Q4	$648K	Hold	8,377	–	–	0.2%	43
2019 Q3	$661K	Buy	+8,377	New	+$597K	0.23%	39
2019 Q1	$616K	Hold	8,377	–	–	0.22%	43
2018 Q4	$588K	Hold	8,377	–	–	0.22%	37
2018 Q3	$726K	Sell	8,377 -3,250	-28%	-$310K	0.17%	35
2018 Q2	$1.2M	Buy	+11,627	New	+$1.24M	0.28%	30

Other funds holding ALV

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LAI

Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return

Capital Advantage's ALV Position: Q3 2026 in Review

Capital Advantage reduced its Autoliv (ALV) stake by 10% in Q3 2026, selling an estimated $102K and leaving 7,445 shares worth $833K. The position accounts for 0.1% of the portfolio, ranked #81.

Capital Advantage first reported a position in ALV in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.2M in Q2 2018. 18 funds tracked by Wall St. Rank hold ALV as of Q3 2026.

Capital Advantage held 7,445 shares of Autoliv worth $833K as of Q3 2026.
Capital Advantage sold 853 Autoliv shares in Q3 2026, an estimated $102K.
Autoliv made up 0.1% of Capital Advantage's portfolio in Q3 2026, its #81 holding.
Capital Advantage first reported a position in Autoliv in Q2 2018 and has held it in 19 quarters since.
Capital Advantage's Autoliv position peaked at $1.2M in Q2 2018.
18 funds tracked by Wall St. Rank held Autoliv as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.