Charles Schwab
AVLN

Charles Schwab’s Avalyn Pharma AVLN Stock Holding History

Charles Schwab’s Portfolio AVLN Stock Details AVLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.84M Buy
+146,992
New +$4.24M ﹤0.01% 2498

Other funds holding AVLN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $1.04B AUM 262.99% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $328M AUM 166.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCM
Catalio Capital Management New York $532M AUM 166.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Charles Schwab's AVLN Position: Q2 2026 in Review

Charles Schwab opened a new position in Avalyn Pharma (AVLN) in Q2 2026: 146,992 shares worth $4.84M. The stake represents ﹤0.01% of the portfolio and ranks #2498 among its holdings.

92 funds tracked by Wall St. Rank hold AVLN as of Q2 2026.

  • Charles Schwab held 146,992 shares of Avalyn Pharma worth $4.84M as of Q2 2026.
  • Avalyn Pharma was a new Charles Schwab position in Q2 2026.
  • Avalyn Pharma made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2498 holding.
  • 92 funds tracked by Wall St. Rank held Avalyn Pharma as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.