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 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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Montag & Associates's ALV Position: Q1 2026 in Review

Montag & Associates held its Autoliv (ALV) position steady in Q1 2026 at 681 shares worth $71.6K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Montag & Associates first reported a position in ALV in Q4 2020 and has held it in 22 quarters since. The position peaked at $109K in Q1 2024. 409 funds tracked by Wall St. Rank hold ALV as of Q1 2026.

Montag & Associates held 681 shares of Autoliv worth $71.6K as of Q1 2026.
Montag & Associates left its Autoliv share count unchanged in Q1 2026.
Autoliv made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #539 holding.
Montag & Associates first reported a position in Autoliv in Q4 2020 and has held it in 22 quarters since.
Montag & Associates's Autoliv position peaked at $109K in Q1 2024.
409 funds tracked by Wall St. Rank held Autoliv as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.