Ameriprise
AVTX icon

Ameriprise’s Avalo Therapeutics AVTX Stock Holding History

Ameriprise’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.5M Buy
891,405
+719,256
+418% +$11.4M ﹤0.01% 1679
2026
Q1 		$2.57M Sell
172,149
-45,825
-21% -$717K ﹤0.01% 2831
2025
Q4 		$3.96M Buy
217,974
+4,402
+2% +$74.3K ﹤0.01% 2600
2025
Q3 		$2.71M Buy
+213,572
New +$1.84M ﹤0.01% 2839

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Ameriprise's AVTX Position: Q2 2026 in Review

Ameriprise increased its Avalo Therapeutics (AVTX) stake by 418% in Q2 2026, buying an estimated $11.4M and bringing the position to 891,405 shares worth $16.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Ameriprise first reported a position in AVTX in Q3 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

  • Ameriprise held 891,405 shares of Avalo Therapeutics worth $16.5M as of Q2 2026.
  • Ameriprise bought 719,256 Avalo Therapeutics shares in Q2 2026, an estimated $11.4M.
  • Avalo Therapeutics made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1679 holding.
  • Ameriprise first reported a position in Avalo Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.