Envestnet Asset Management
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Envestnet Asset Management’s Avalo Therapeutics AVTX Stock Holding History

Envestnet Asset Management’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
Q1 		$299K Buy
19,996
+3,957
+25% +$61.9K ﹤0.01% 4277
2025
Q4 		$291K Buy
+16,039
New +$271K ﹤0.01% 4056

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Envestnet Asset Management's AVTX Position: Q1 2026 in Review

Envestnet Asset Management increased its Avalo Therapeutics (AVTX) stake by 25% in Q1 2026, buying an estimated $61.9K and bringing the position to 19,996 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #4277.

Envestnet Asset Management first reported a position in AVTX in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.

  • Envestnet Asset Management held 19,996 shares of Avalo Therapeutics worth $299K as of Q1 2026.
  • Envestnet Asset Management bought 3,957 Avalo Therapeutics shares in Q1 2026, an estimated $61.9K.
  • Avalo Therapeutics made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4277 holding.
  • Envestnet Asset Management first reported a position in Avalo Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.