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Allworth Financial’s Invivyd IVVD Stock Holding History

Allworth Financial’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
Q2 		$144 Sell
165
-628
-79% -$787 ﹤0.01% 4994
2026
Q1 		$1.03K Buy
+793
New +$1.46K ﹤0.01% 4563
2025
Q3 		– Sell
-114
Closed -$82 – 4977
2025
Q2 		$82 Buy
+114
New +$81 ﹤0.01% 4410

Other funds holding IVVD

JT
Jupiter Topco New York $245B AUM
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
M28 Capital Management Stamford, Connecticut $47.2M AUM 32.31% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Allworth Financial's IVVD Position: Q2 2026 in Review

Allworth Financial reduced its Invivyd (IVVD) stake by 79% in Q2 2026, selling an estimated $787 and leaving 165 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #4994.

Allworth Financial first reported a position in IVVD in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.03K in Q1 2026. 125 funds tracked by Wall St. Rank hold IVVD as of Q2 2026.

  • Allworth Financial held 165 shares of Invivyd worth $144 as of Q2 2026.
  • Allworth Financial sold 628 Invivyd shares in Q2 2026, an estimated $787.
  • Invivyd made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4994 holding.
  • Allworth Financial first reported a position in Invivyd in Q2 2025 and has held it in 3 quarters since.
  • Allworth Financial's Invivyd position peaked at $1.03K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Invivyd as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.