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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
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

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Allworth Financial's IVVD Position: Q1 2026 in Review

Allworth Financial opened a new position in Invivyd (IVVD) in Q1 2026: 793 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #4563 among its holdings. This is a return to the name: Allworth Financial previously reported a position in IVVD as recently as Q2 2025.

Allworth Financial first reported a position in IVVD in Q2 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold IVVD as of Q1 2026.

  • Allworth Financial held 793 shares of Invivyd worth $1.03K as of Q1 2026.
  • Invivyd was a new Allworth Financial position in Q1 2026.
  • Invivyd made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4563 holding.
  • Allworth Financial first reported a position in Invivyd in Q2 2025 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Invivyd as of Q1 2026.

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