James T. Borello RIA’s Autoliv ALV Stock Holding History

James T. Borello RIA’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	$1.54M	Buy	13,746 +100	+0.7%	+$12K	0.32%	42
2026 Q2	$1.59M	Buy	13,646 +81	+0.6%	+$9.63K	0.34%	40
2026 Q1	$1.43M	Buy	13,565 +127	+0.9%	+$15K	0.36%	35
2025 Q4	$1.6M	Buy	13,438 +99	+0.7%	+$11.8K	0.41%	34
2025 Q3	$1.65M	Sell	13,339 -150	-1%	-$18K	0.45%	34
2025 Q2	$1.51M	Buy	13,489 +88	+0.7%	+$8.61K	0.44%	37
2025 Q1	$1.19M	Buy	13,401 +101	+0.8%	+$9.62K	0.38%	38
2024 Q4	$1.25M	Buy	13,300 +100	+0.8%	+$9.61K	0.47%	36
2024 Q3	$1.23M	Buy	13,200 +95	+0.7%	+$9.46K	0.5%	34
2024 Q2	$1.4M	Buy	13,105 +77	+0.6%	+$9.16K	0.62%	29
2024 Q1	$1.57M	Buy	+13,028	New	+$1.46M	0.71%	28

Other funds holding ALV

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

James T. Borello RIA's ALV Position: Q3 2026 in Review

James T. Borello RIA increased its Autoliv (ALV) stake by 0.73% in Q3 2026, buying an estimated $12K and bringing the position to 13,746 shares worth $1.54M. The position accounts for 0.32% of the portfolio, ranked #42.

James T. Borello RIA first reported a position in ALV in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.65M in Q3 2025. 34 funds tracked by Wall St. Rank hold ALV as of Q3 2026.

James T. Borello RIA held 13,746 shares of Autoliv worth $1.54M as of Q3 2026.
James T. Borello RIA bought 100 Autoliv shares in Q3 2026, an estimated $12K.
Autoliv made up 0.32% of James T. Borello RIA's portfolio in Q3 2026, its #42 holding.
James T. Borello RIA first reported a position in Autoliv in Q1 2024 and has held it in 11 quarters since.
James T. Borello RIA's Autoliv position peaked at $1.65M in Q3 2025.
34 funds tracked by Wall St. Rank held Autoliv as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.