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Superior Planning, LLC’s Alvotech ALVO Stock Holding History

Superior Planning, LLC’s Portfolio ALVO Stock Details ALVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.12K Buy
+193
New +$844 ﹤0.01% 1731

Other funds holding ALVO

Littlejohn & Co
Littlejohn & Co Greenwich, Connecticut $57M AUM 15.26% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Ulland Investment Advisors
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Superior Planning, LLC's ALVO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Alvotech (ALVO) in Q3 2026: 193 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #1731 among its holdings.

40 funds tracked by Wall St. Rank hold ALVO as of Q3 2026.

  • Superior Planning, LLC held 193 shares of Alvotech worth $1.12K as of Q3 2026.
  • Alvotech was a new Superior Planning, LLC position in Q3 2026.
  • Alvotech made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1731 holding.
  • 40 funds tracked by Wall St. Rank held Alvotech as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.