Envestnet Asset Management
AVTX icon

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
Q2 		$417K Buy
22,539
+2,543
+13% +$40.2K ﹤0.01% 4219
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 $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

Envestnet Asset Management's AVTX Position: Q2 2026 in Review

Envestnet Asset Management increased its Avalo Therapeutics (AVTX) stake by 13% in Q2 2026, buying an estimated $40.2K and bringing the position to 22,539 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #4219.

Envestnet Asset Management first reported a position in AVTX in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

  • Envestnet Asset Management held 22,539 shares of Avalo Therapeutics worth $417K as of Q2 2026.
  • Envestnet Asset Management bought 2,543 Avalo Therapeutics shares in Q2 2026, an estimated $40.2K.
  • Avalo Therapeutics made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4219 holding.
  • Envestnet Asset Management first reported a position in Avalo Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.