IFWM
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Institute for Wealth Management’s Autoliv ALV Stock Holding History

Institute for Wealth 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
Q2 		$234K Sell
2,019
-1,430
-41% -$170K 0.02% 478
2026
Q1 		$363K Sell
3,449
-104
-3% -$12.3K 0.04% 381
2025
Q4 		$422K Sell
3,553
-524
-13% -$62.6K 0.04% 347
2025
Q3 		$503K Buy
+4,077
New +$488K 0.05% 322

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Institute for Wealth Management's ALV Position: Q2 2026 in Review

Institute for Wealth Management reduced its Autoliv (ALV) stake by 41% in Q2 2026, selling an estimated $170K and leaving 2,019 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #478.

Institute for Wealth Management first reported a position in ALV in Q3 2025 and has held it in 4 quarters since. The position peaked at $503K in Q3 2025. 409 funds tracked by Wall St. Rank hold ALV as of Q2 2026.

  • Institute for Wealth Management held 2,019 shares of Autoliv worth $234K as of Q2 2026.
  • Institute for Wealth Management sold 1,430 Autoliv shares in Q2 2026, an estimated $170K.
  • Autoliv made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Institute for Wealth Management first reported a position in Autoliv in Q3 2025 and has held it in 4 quarters since.
  • Institute for Wealth Management's Autoliv position peaked at $503K in Q3 2025.
  • 409 funds tracked by Wall St. Rank held Autoliv as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.