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Ascent Group’s Alvotech ALVO Stock Holding History

Ascent Group’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
Q2 		$38.5K Buy
+10,445
New +$37.3K ﹤0.01% 805

Other funds holding ALVO

UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Ascent Group's ALVO Position: Q2 2026 in Review

Ascent Group opened a new position in Alvotech (ALVO) in Q2 2026: 10,445 shares worth $38.5K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings.

11 funds tracked by Wall St. Rank hold ALVO as of Q2 2026.

  • Ascent Group held 10,445 shares of Alvotech worth $38.5K as of Q2 2026.
  • Alvotech was a new Ascent Group position in Q2 2026.
  • Alvotech made up ﹤0.01% of Ascent Group's portfolio in Q2 2026, its #805 holding.
  • 11 funds tracked by Wall St. Rank held Alvotech as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.