Allworth Financial’s Alvotech ALVO Stock Holding History

Allworth Financial’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 Q1	–	Sell	-150	Closed	-$770	–	5192
2025 Q4	$770	Hold	150	–	–	﹤0.01%	4435
2025 Q3	$1.23K	Buy	+150	New	+$1.28K	﹤0.01%	4188

Other funds holding ALVO

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BCL

Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's ALVO Position: Q1 2026 in Review

Allworth Financial sold out of Alvotech (ALVO) in Q1 2026, closing a stake of 150 shares — an estimated $770 sold.

Allworth Financial first reported a position in ALVO in Q3 2025 and held it in 2 quarters. The position peaked at $1.23K in Q3 2025. 57 funds tracked by Wall St. Rank hold ALVO as of Q1 2026.

Allworth Financial reported no remaining Alvotech position as of Q1 2026 after selling out during the quarter.
Allworth Financial sold 150 Alvotech shares in Q1 2026, an estimated $770.
Allworth Financial first reported a position in Alvotech in Q3 2025 and held it in 2 quarters.
Allworth Financial's Alvotech position peaked at $1.23K in Q3 2025.
57 funds tracked by Wall St. Rank held Alvotech as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.