Abel Hall LLC’s Invivyd IVVD Stock Holding History

Abel Hall LLC’s Portfolio IVVD Stock Details IVVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.7K	Sell	15,752 -15,020	-49%	-$11.9K	﹤0.01%	884
2026 Q2	$26.8K	Buy	+30,772	New	+$38.6K	﹤0.01%	933
2025 Q3	–	Sell	-10,604	Closed	-$7.58K	–	346
2025 Q2	$7.58K	Buy	10,604 +530	+5%	+$376	﹤0.01%	285
2025 Q1	$6.1K	Buy	+10,074	New	+$9.04K	﹤0.01%	198

Other funds holding IVVD

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Abel Hall LLC's IVVD Position: Q3 2026 in Review

Abel Hall LLC reduced its Invivyd (IVVD) stake by 49% in Q3 2026, selling an estimated $11.9K and leaving 15,752 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Abel Hall LLC first reported a position in IVVD in Q1 2025 and has held it in 4 quarters since. The position peaked at $26.8K in Q2 2026. 7 funds tracked by Wall St. Rank hold IVVD as of Q3 2026.

Abel Hall LLC held 15,752 shares of Invivyd worth $13.7K as of Q3 2026.
Abel Hall LLC sold 15,020 Invivyd shares in Q3 2026, an estimated $11.9K.
Invivyd made up ﹤0.01% of Abel Hall LLC's portfolio in Q3 2026, its #884 holding.
Abel Hall LLC first reported a position in Invivyd in Q1 2025 and has held it in 4 quarters since.
Abel Hall LLC's Invivyd position peaked at $26.8K in Q2 2026.
7 funds tracked by Wall St. Rank held Invivyd as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.