EMFAT
IVVD icon

Emerald Mutual Fund Advisers Trust’s Invivyd IVVD Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$374K Hold
428,847
– – 0.01% 182
2026
Q1 		$558K Hold
428,847
– – 0.03% 158
2025
Q4 		$1.06M Buy
+428,847
New +$892K 0.05% 139

Other funds holding IVVD

JT
Jupiter Topco New York $245B AUM
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
M28 Capital Management Stamford, Connecticut $47.2M AUM 32.31% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's IVVD Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust held its Invivyd (IVVD) position steady in Q2 2026 at 428,847 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #182.

Emerald Mutual Fund Advisers Trust first reported a position in IVVD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2025. 125 funds tracked by Wall St. Rank hold IVVD as of Q2 2026.

  • Emerald Mutual Fund Advisers Trust held 428,847 shares of Invivyd worth $374K as of Q2 2026.
  • Emerald Mutual Fund Advisers Trust left its Invivyd share count unchanged in Q2 2026.
  • Invivyd made up 0.01% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #182 holding.
  • Emerald Mutual Fund Advisers Trust first reported a position in Invivyd in Q4 2025 and has held it in 3 quarters since.
  • Emerald Mutual Fund Advisers Trust's Invivyd position peaked at $1.06M in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Invivyd as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.