Ameriprise
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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
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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Ameriprise's AVTX Position: Q1 2026 in Review

Ameriprise reduced its Avalo Therapeutics (AVTX) stake by 21% in Q1 2026, selling an estimated $717K and leaving 172,149 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2831.

Ameriprise first reported a position in AVTX in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.96M in Q4 2025. 97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.

  • Ameriprise held 172,149 shares of Avalo Therapeutics worth $2.57M as of Q1 2026.
  • Ameriprise sold 45,825 Avalo Therapeutics shares in Q1 2026, an estimated $717K.
  • Avalo Therapeutics made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2831 holding.
  • Ameriprise first reported a position in Avalo Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • Ameriprise's Avalo Therapeutics position peaked at $3.96M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.

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