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Capital Analysts LLC’s Alvotech ALVO Stock Holding History

Capital Analysts LLC’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
Q1 		$3K Hold
932
– – ﹤0.01% 1409
2025
Q4 		$5K Hold
932
– – ﹤0.01% 1333
2025
Q3 		$8K Sell
932
-859
-48% -$7.32K ﹤0.01% 1230
2025
Q2 		$16K Hold
1,791
– – ﹤0.01% 1058
2025
Q1 		$17K Buy
+1,791
New +$21.7K ﹤0.01% 1027

Other funds holding ALVO

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCL
Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Analysts LLC's ALVO Position: Q1 2026 in Review

Capital Analysts LLC held its Alvotech (ALVO) position steady in Q1 2026 at 932 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Capital Analysts LLC first reported a position in ALVO in Q1 2025 and has held it in 5 quarters since. The position peaked at $17K in Q1 2025. 57 funds tracked by Wall St. Rank hold ALVO as of Q1 2026.

  • Capital Analysts LLC held 932 shares of Alvotech worth $3K as of Q1 2026.
  • Capital Analysts LLC left its Alvotech share count unchanged in Q1 2026.
  • Alvotech made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1409 holding.
  • Capital Analysts LLC first reported a position in Alvotech in Q1 2025 and has held it in 5 quarters since.
  • Capital Analysts LLC's Alvotech position peaked at $17K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held Alvotech as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.