Montag & Associates’s Autoliv ALV Stock Holding History

Montag & Associates’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	$50.8K	Sell	454 -227	-33%	-$27.3K	﹤0.01%	603
2026 Q2	$79.1K	Hold	681	–	–	﹤0.01%	537
2026 Q1	$71.6K	Hold	681	–	–	﹤0.01%	539
2025 Q4	$80.8K	Hold	681	–	–	﹤0.01%	530
2025 Q3	$84.1K	Hold	681	–	–	﹤0.01%	513
2025 Q2	$76.2K	Sell	681 -227	-25%	-$22.2K	﹤0.01%	511
2025 Q1	$80.3K	Hold	908	–	–	﹤0.01%	529
2024 Q4	$85.2K	Hold	908	–	–	﹤0.01%	527
2024 Q3	$84.8K	Hold	908	–	–	﹤0.01%	527
2024 Q2	$97.1K	Hold	908	–	–	﹤0.01%	493
2024 Q1	$109K	Hold	908	–	–	0.01%	479
2023 Q4	$100K	Hold	908	–	–	0.01%	475
2023 Q3	$87.6K	Hold	908	–	–	0.01%	470
2023 Q2	$77.2K	Hold	908	–	–	﹤0.01%	499
2023 Q1	$84.8K	Hold	908	–	–	0.01%	478
2022 Q4	$69.5K	Hold	908	–	–	﹤0.01%	493
2022 Q3	$61K	Hold	908	–	–	﹤0.01%	503
2022 Q2	$65K	Sell	908 -4	-0.4%	-$299	﹤0.01%	486
2022 Q1	$70K	Hold	912	–	–	﹤0.01%	512
2021 Q4	$94K	Hold	912	–	–	﹤0.01%	492
2021 Q3	$78K	Hold	912	–	–	﹤0.01%	503
2021 Q2	$89K	Hold	912	–	–	﹤0.01%	484
2021 Q1	$85K	Hold	912	–	–	﹤0.01%	489
2020 Q4	$84K	Buy	+912	New	+$78.8K	0.01%	473

Other funds holding ALV

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Montag & Associates's ALV Position: Q3 2026 in Review

Montag & Associates reduced its Autoliv (ALV) stake by 33% in Q3 2026, selling an estimated $27.3K and leaving 454 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Montag & Associates first reported a position in ALV in Q4 2020 and has held it in 24 quarters since. The position peaked at $109K in Q1 2024. 186 funds tracked by Wall St. Rank hold ALV as of Q3 2026.

Montag & Associates held 454 shares of Autoliv worth $50.8K as of Q3 2026.
Montag & Associates sold 227 Autoliv shares in Q3 2026, an estimated $27.3K.
Autoliv made up ﹤0.01% of Montag & Associates's portfolio in Q3 2026, its #603 holding.
Montag & Associates first reported a position in Autoliv in Q4 2020 and has held it in 24 quarters since.
Montag & Associates's Autoliv position peaked at $109K in Q1 2024.
186 funds tracked by Wall St. Rank held Autoliv as of Q3 2026.

Based on Montag & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.