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Shelter Rock Management’s Autoliv ALV Stock Holding History

Shelter Rock 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
Q3 		$690K Hold
6,120
– – 0.64% 21
2026
Q2 		$711K Sell
6,120
-231
-4% -$27.5K 0.69% 19
2026
Q1 		$668K Sell
6,351
-360
-5% -$42.5K 0.71% 18
2025
Q4 		$797K Buy
+6,711
New +$801K 0.8% 20

Other funds holding ALV

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
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
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Shelter Rock Management's ALV Position: Q3 2026 in Review

Shelter Rock Management held its Autoliv (ALV) position steady in Q3 2026 at 6,120 shares worth $690K. The position accounts for 0.64% of the portfolio, ranked #21.

Shelter Rock Management first reported a position in ALV in Q4 2025 and has held it in 4 quarters since. The position peaked at $797K in Q4 2025. 26 funds tracked by Wall St. Rank hold ALV as of Q3 2026.

  • Shelter Rock Management held 6,120 shares of Autoliv worth $690K as of Q3 2026.
  • Shelter Rock Management left its Autoliv share count unchanged in Q3 2026.
  • Autoliv made up 0.64% of Shelter Rock Management's portfolio in Q3 2026, its #21 holding.
  • Shelter Rock Management first reported a position in Autoliv in Q4 2025 and has held it in 4 quarters since.
  • Shelter Rock Management's Autoliv position peaked at $797K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Autoliv as of Q3 2026.

Based on Shelter Rock Management's 13F filing for Q3 2026, filed 9 Oct 2026.