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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Emerald Mutual Fund Advisers Trust's IVVD Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust held its Invivyd (IVVD) position steady in Q1 2026 at 428,847 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #158.

Emerald Mutual Fund Advisers Trust first reported a position in IVVD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.06M in Q4 2025. 140 funds tracked by Wall St. Rank hold IVVD as of Q1 2026.

  • Emerald Mutual Fund Advisers Trust held 428,847 shares of Invivyd worth $558K as of Q1 2026.
  • Emerald Mutual Fund Advisers Trust left its Invivyd share count unchanged in Q1 2026.
  • Invivyd made up 0.03% of Emerald Mutual Fund Advisers Trust's portfolio in Q1 2026, its #158 holding.
  • Emerald Mutual Fund Advisers Trust first reported a position in Invivyd in Q4 2025 and has held it in 2 quarters since.
  • Emerald Mutual Fund Advisers Trust's Invivyd position peaked at $1.06M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Invivyd as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.