Charles Schwab
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Charles Schwab’s Avalo Therapeutics AVTX Stock Holding History

Charles Schwab’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.54M Buy
137,475
+127,475
+1,275% +$2.02M ﹤0.01% 2708
2026
Q1 		$149K Buy
+10,000
New +$156K ﹤0.01% 3337
2022
Q3 		– Sell
-20
Closed -$29K – 3511
2022
Q2 		$29K Sell
20
-27
-57% -$36.1K ﹤0.01% 3477
2022
Q1 		$99K Sell
47
-7
-13% -$17.6K ﹤0.01% 3415
2021
Q4 		$265K Buy
54
+8
+17% +$48K ﹤0.01% 3307
2021
Q3 		$290K Sell
46
-6
-12% -$48.6K ﹤0.01% 3275
2021
Q2 		$494K Buy
52
+7
+16% +$58.6K ﹤0.01% 3171
2021
Q1 		$394K Buy
45
+6
+15% +$56.7K ﹤0.01% 3162
2020
Q4 		$300K Hold
39
– – ﹤0.01% 3161
2020
Q3 		$259K Buy
39
+16
+70% +$120K ﹤0.01% 3090
2020
Q2 		$176K Buy
23
+4
+21% +$29K ﹤0.01% 3190
2020
Q1 		$137K Hold
19
– – ﹤0.01% 3072
2019
Q4 		$297K Buy
19
+2
+12% +$21.1K ﹤0.01% 2976
2019
Q3 		$165K Sell
17
-1
-6% -$11.2K ﹤0.01% 3063
2019
Q2 		$288K Buy
+18
New +$273K ﹤0.01% 3027

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Charles Schwab's AVTX Position: Q2 2026 in Review

Charles Schwab increased its Avalo Therapeutics (AVTX) stake by 1,275% in Q2 2026, buying an estimated $2.02M and bringing the position to 137,475 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Charles Schwab first reported a position in AVTX in Q2 2019 and has held it in 15 quarters since. 126 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

  • Charles Schwab held 137,475 shares of Avalo Therapeutics worth $2.54M as of Q2 2026.
  • Charles Schwab bought 127,475 Avalo Therapeutics shares in Q2 2026, an estimated $2.02M.
  • Avalo Therapeutics made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2708 holding.
  • Charles Schwab first reported a position in Avalo Therapeutics in Q2 2019 and has held it in 15 quarters since.
  • 126 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

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