VOLVO AB UNSPONSORD ADR (VLVLY)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.75x

41th percentile

7 buying4 selling

+2

New

-1

Closed

+25K

Net shares

Ownership Concentration

Top 5: 99.1%Top 10: 100.0%

RHUMBLINE ADVISERS48.8%

Ativo Capital Management37.5%

Ascentis Independent Advisors6.1%

GAMMA Investing5.3%

Salomon & Ludwin,1.3%

Others (5)0.9%

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.16%Max: 1.54%High conviction (>1%): 1

RHUMBLINE ADVISERS

Ativo Capital Management

Ascentis Independent Advisors

GAMMA Investing

Salomon & Ludwin,

PNC FINANCIAL SERVICES GROUP,

Coston, McIsaac & Partners

IMA Advisory Services,

Ancora Advisors

HANTZ FINANCIAL SERVICES,

Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.75x

41th percentile

7 buying4 selling

+2

New

-1

Closed

+25K

Net shares

Ownership Concentration

Top 5: 99.1%Top 10: 100.0%

RHUMBLINE ADVISERS48.8%

Ativo Capital Management37.5%

Ascentis Independent Advisors6.1%

GAMMA Investing5.3%

Salomon & Ludwin,1.3%

Others (5)0.9%

Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.75x

41th percentile

7 buying4 selling

+2

New

-1

Closed

+25K

Net shares

Ownership Concentration

Top 5: 99.1%Top 10: 100.0%

RHUMBLINE ADVISERS48.8%

Ativo Capital Management37.5%

Ascentis Independent Advisors6.1%

GAMMA Investing5.3%

Salomon & Ludwin,1.3%

Others (5)0.9%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$19,194

VLVLY · +92%

$18,666

S&P 500 · +87%

+$528

ahead of the index

Total return (5Y)

+92%

S&P 500

+87%

vs. market

+5%

outperformed

Annualized

13.9%

mkt 13.3%

Volatility

25%

annualized

Beta

0.82

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

VLVLYS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

VLVLY (solid)S&P 500 (outline)Green = positive year, red = negative. Number = VLVLY's return.

Beat the market

4 / 6 yrs

67% win rate

Best year

+53%

2023

Worst year

-15%

2022

Worst drawdown

-37%

recovered in 5 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -37%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position