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Forum Financial Management’s Autoliv ALV Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-1,925
Closed -$228K – 365
2025
Q4 		$228K Buy
1,925
+192
+11% +$22.9K ﹤0.01% 892
2025
Q3 		$214K Buy
+1,733
New +$207K ﹤0.01% 930

Other funds holding ALV

CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's ALV Position: Q1 2026 in Review

Forum Financial Management sold out of Autoliv (ALV) in Q1 2026, closing a stake of 1,925 shares — an estimated $228K sold.

Forum Financial Management first reported a position in ALV in Q3 2025 and held it in 2 quarters. The position peaked at $228K in Q4 2025. 413 funds tracked by Wall St. Rank hold ALV as of Q1 2026.

  • Forum Financial Management reported no remaining Autoliv position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,925 Autoliv shares in Q1 2026, an estimated $228K.
  • Forum Financial Management first reported a position in Autoliv in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Autoliv position peaked at $228K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Autoliv as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.