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B. Riley Wealth Advisors’s Alvotech ALVO Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-35,395
Closed -$342K – 1047
2025
Q1 		$342K Buy
35,395
+25,000
+241% +$303K 0.01% 909
2024
Q4 		$138K Sell
10,395
-39,605
-79% -$488K ﹤0.01% 1082
2024
Q3 		$605K Hold
50,000
– – 0.02% 681
2024
Q2 		$608K Hold
50,000
– – 0.02% 725
2024
Q1 		$456K Hold
50,000
– – 0.01% 836
2023
Q4 		$574K Hold
50,000
– – 0.02% 748
2023
Q3 		$456K Buy
50,000
+25,000
+100% +$232K 0.01% 836
2023
Q2 		$194K Buy
+25,000
New +$233K ﹤0.01% 1365

Other funds holding ALVO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $433M AUM 8.59% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Advisors's ALVO Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Alvotech (ALVO) in Q2 2025, closing a stake of 35,395 shares — an estimated $342K sold.

B. Riley Wealth Advisors first reported a position in ALVO in Q2 2023 and held it in 8 quarters. The position peaked at $608K in Q2 2024. 53 funds tracked by Wall St. Rank hold ALVO as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Alvotech position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 35,395 Alvotech shares in Q2 2025, an estimated $342K.
  • B. Riley Wealth Advisors first reported a position in Alvotech in Q2 2023 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Alvotech position peaked at $608K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held Alvotech as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.