Blue Trust Inc’s Alvotech ALVO Stock Holding History

Blue Trust Inc’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	-811	Closed	-$7.84K	–	2450
2025 Q1	$7.84K	Hold	811	–	–	﹤0.01%	1997
2024 Q4	$10.7K	Buy	+811	New	+$9.98K	﹤0.01%	1811

Other funds holding ALVO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCL

Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

HCM

Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Trust Inc's ALVO Position: Q2 2025 in Review

Blue Trust Inc sold out of Alvotech (ALVO) in Q2 2025, closing a stake of 811 shares — an estimated $7.84K sold.

Blue Trust Inc first reported a position in ALVO in Q4 2024 and held it in 2 quarters. The position peaked at $10.7K in Q4 2024. 53 funds tracked by Wall St. Rank hold ALVO as of Q2 2025.

Blue Trust Inc reported no remaining Alvotech position as of Q2 2025 after selling out during the quarter.
Blue Trust Inc sold 811 Alvotech shares in Q2 2025, an estimated $7.84K.
Blue Trust Inc first reported a position in Alvotech in Q4 2024 and held it in 2 quarters.
Blue Trust Inc's Alvotech position peaked at $10.7K in Q4 2024.
53 funds tracked by Wall St. Rank held Alvotech as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.